Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Rockwood Wealth Management discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (March 19, 2026). Converted to dollars, that runs $12,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 19, 2026): “First $1,000,000 1.25% Next $1,500,000 1.00% Next $2,500,000 0.80% Next $5,000,000 0.60% Over $10,000,000 0.50%”
Note: CRD 137481 verified ACTIVE and SEC-registered (isIAFirm: Y) via the live SEC IAPD API this session. This is the firm’s actual Part 2A brochure fetched directly this session (a prior roster pass had cited the Form CRS instead); as of December 31, 2025, RWM reported $2,846,229,908 in discretionary AUM and $23,670,494 in non-discretionary AUM, about $2.87 billion total. RWM discloses a $12,000 minimum annual fee that applies to the wealth/asset management schedule priced here, which the brochure notes can make the service impractical for portfolios under $1,000,000.
- First $1,000,000: 1.25%
- Next $1,500,000 ($1,000,000 to $2,500,000): 1.00%
- Next $2,500,000 ($2,500,000 to $5,000,000): 0.80%
- Next $5,000,000 ($5,000,000 to $10,000,000): 0.60%
- Over $10,000,000: 0.50%
Minimum annual fee: $12,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $12,000 | 4.80% |
| $500,000 | $12,000 | 2.40% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $22,500 | 1.12% |
Rockwood prices Wealth Management and Asset Management accounts on a marginal schedule starting at 1.25% on the first $1,000,000 and stepping down at higher balances, but the firm also discloses a $12,000 minimum annual fee, so any computed amount below that floor is raised to $12,000. That minimum fee is what actually applies at the $250,000 and $500,000 balance points, since the computed marginal fee falls short of it there.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Rockwood Wealth Management’s own published rate runs $12,000 a year.
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- Form ADV Part 2A (March 19, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021522
- SEC Investment Adviser Public Disclosure, Rockwood Wealth Management, LLC (CRD #137481): https://adviserinfo.sec.gov/firm/summary/137481
- Rockwood Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/137481/PDF/137481.pdf
Methodology. This page was built September 28, 2026, drawing on Rockwood Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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Is Rockwood Wealth Management a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Rockwood Wealth Management’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Rockwood Wealth Management against other options? See Rockwood Wealth Management alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.