PlanRock Wealth Management

Do you need to rollover your 401k or IRA?
We help you with all of the paperwork

We have far more options than your company 401k to take advantage of. Your 401k and IRA will continue to be tax deferred by rolling over to a Charles Schwab IRA and PlanRock as your advisor. Are you not happy with the service or performance of your current financial advisor? We can help! Allow us to show you our value and our difference.

1-800-677-6025

How are we different?

PlanRock does not charge commissions
We are fee-based investment advisors. We do better when you do better.
Focus on net performance through, service, tax efficiency, cost efficiency
We proactively take advantage of market conditions
28 years of successful experience

The minimum relationship is $250,000 investment assets unless there is an automatic investment savings plan established, which would then be $150,000.

Are you looking for experienced, cost efficient, tax efficient and investment efficient investment management without the need for full-service advice and guidance?

Are you looking for a lower cost approach to personal financial advice, planning and guidance?

Private Client – Advisor Access Services:

Investment portfolio management by the PlanRock professional investment staff
Personalized Investment Policy Statement based on your customized goals and objectives
PlanRock Comprehensive Financial Planning Tools
Educational information and articles
Comprehensive account administration and support services
Quarterly performance report, reviewing your PlanRock investment accounts held at Charles Schwab sent to your online Client Portal vault.
Net worth and estate tracking with multiple account aggregation
Annual portfolio review and planning guidance with a personal PlanRock financial advisor. Through our online video client portal.
The annual fee for this service, which includes all the items listed above, is 0.65%. *Minimums fees and discounts based on investment assets may apply.
The minimum relationship is $250,000 investment assets unless there is an automatic investment savings plan established, which would then be $150,000.

Two Ways To Get Started

If you would like to begin today please complete the comprehensive relationship form below

Or, if you are ready to learn more please call 1-800-677-6025 or complete the brief form right below and one of our investment professionals will connect with you.

Landing Page Short form

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Ready to Sign Up?

Our support staff will need the information below to establish a relationship together.

Client - Relationship Form
All of the following information is required to establish a client/advisor relationship with PlanRock Investment Management as well as Charles Schwab Institutional. If you are uncomfortable answering any questions, please contact your advisor or PlanRock at 800-677-6025
First Name*
Last Name*
Date of Birth*
Month
Day
Year
Social Security Number
This is required to open an investment/savings/IRA, etc account with Charles Schwab Insitutional.
Employer and Occupation*
Country of Citizenship*
Email*
Phone*
Joint Party (or Spouse) First Name
Joint Party (or Spouse) Last Name
Joint Party (or Spouse) Date of Birth
Month
Day
Year
Joint Party (or Spouse) Social Security Number
This is required to open an investment/savings/IRA, etc. account with Charles Schwab Insitutional.
Joint Party (or Spouse) Employer and Occupation
Joint Party (or Spouse) Country of Citizenship
Joint Party (or Spouse) Email:
Joint Party (or Spouse) Phone
Your Address*
Street Address City State ZIP Code
What is the purpose of this investment account?*
How do you intend to fund this account? (Transfer, Wire, etc)*
Please provide any notes or details associated with this relationship.

401k or IRA Rollover

Do you need to rollover your 401k or IRA? We help you with all of the paperwork