Balanced
Rock
Investment
Advisors®

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The world of personal finance and responsible investing is complex. We make it simple, affordable, and accessible.

 
 
Balanced Rock Investment Advisers
 

Who We Are

Forethought, Fairness, and Respect

What happened when we decided to focus on financial planning, our clients’ values, and lowering fees instead of expensive suits, fancy offices, and commissions?

 
Balanced Rock Investment Advisers

Values+Value®

Values-Based Investing for Everyone

Shift your investment toward better behaving companies with Environmental, Social and Governance (ESG) research. Finance communities and a regenerative future with local and global impact investing.

Our Service

We Don’t Sell, We Advise

As a Fee-Only and Fiduciary-Only financial advisor, Balanced Rock doesn't sell any financial products. Instead, we’re paid directly by you, our client. Because of this, our interests are aligned with yours.

Balanced Rock Investment Advisers
 
 
$250

Per Hour


Financial Planning

Includes comprehensive financial plan. Minimum engagement is 5 hours.

Offered to clients with portfolios less than $300,000.

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0.85%

of AUM Per Year up to $2M, and 0.65% on assets over $2M


Wealth Management

Includes unlimited financial planning with $2,550 minimum annual fee.

Offered to clients with portfolios more than $300,000.

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Our Process

A Path for You

We build a relationship that fits your needs. We work to understand your goals, your values, and your orientation towards risk so we can build a portfolio designed specifically for you.

 
Balanced Rock Investment Advisers

 

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