Investment management and planning tools to help you reach your goals
A fully automated online wealth management company that provides goal-based planning tools and investment solutions customized for each client. See below and choose which service works for you.
Get started in 4 easy steps
Chose your solution: Full Service Platinum, Low Cost Advisor Access or Planning Tools Only
Please see "How can we help you reach your goals" below or click here
Complete PlanRock Client Relationship form
The form is located in the Client Portal page or click here
Complete the Investment Policy Questionnaire
The form is located in the Client Portal page or click here
Our team will contact you to help you begin reaching your goals
For further guidance contact your financial advisor, [email protected] or 800-677-6025
See what PlanRock can do for you
How can we help you reach your goals?
Choose which service works for you.
Are you looking for highly experienced investment portfolio management services and wish to have unlimited full service guidance and planning? We can help. See more below.
Learn MoreAre you looking for experienced, cost efficient, tax efficient and investment efficient investment management without the need for full service advice and guidance? One annual portfolio review and guidance session is included through a PlanRock financial advisor. All provided through our online portal. See more below.
Learn MoreIf you are looking for online comprehensive financial planning tools only, as well as comprehensive account aggregation to view performance and many other tools such as retirement, college, taxes, etc. All provided through our online portal. See more more.
Learn MoreIf you are an independent Financial Advisor looking for over 40 investment efficient, cost efficient and tax efficient investment model portfolios for your client’s needs. All Available through Charles Schwab Institutional’s MarketPlace Platform.
Learn MoreIf you are an independent Financial Advisor looking for a full service platform, which includes, compliance, RIA services, competitive payouts, comprehensive technology, planning tools, performance and administration to name a few.
Learn More
Our solutions
Planning tools for goals such as retirement, college, estate and much more. Account aggregation, viewing, performance, etc.
Learn MoreEducational materials and relative articles to help stay ahead. Understand various investments strategies and the current economic environment.
Learn MoreMinimal advice and guidance to full service family office.
Full Service Platinum, Family Office and Low Cost Advisor Access planning and investment services. See below for more information.
Learn how our financial planning tools, investment portfolios and services stand head and shoulder above our competitors.
Learn MoreLearn how we design investment portfolios to help meet your needs based on cost efficient, tax efficient and investment efficient standards.
Learn MoreTransfer funds – Account Questions – Client Portal Support – Set up Dividends, etc.
Learn MoreAccount Access – Performance – Planning Tools – Investment Policy Questionnaire – Account Custodian and Statements, etc
Learn MoreLearn how the company was developed and our mission to service our clients
Learn More