Rockford Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 312048
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.28%
- Individuals44.33%
- Pension & Profit Sharing Plans9.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Rockford Financial Planning is an independently owned limited liability company that acts as a fee-based registered investment adviser serving individual and family clients. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its billing mix includes asset‑based fees as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
2 of 2
Kevin O'hanlon
Financial AdvisorCRD 4427111
Connor Matheny
ParaplannerCRD 7678044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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