Financial Advisor Sign-Up Form
Please complete the sign-up form below to receive PlanRock Model Portfolio rebalance and trading updates.

Important Information (Please read before submitting):
You will receive periodic emails that include an updated password for the Advisor Access page. This page provides portfolio rebalances, commentary, and performance updates. Please note that performance data reflects the model portfolios managed by the PlanRock investment team and is not a composite of actual client accounts. PlanRock does not directly manage or rebalance financial advisor accounts. Instead, this service provides recommended asset allocation and individual security due diligence.
Most model portfolios include the PlanRock Alternative Growth ETF. PlanRock does not charge a due diligence fee to advisors or clients; inclusion of this ETF is how PlanRock is compensated for providing these services. The portfolios may also include up to 11 fund families to support diversification. The PlanRock Alternative Growth ETF is incorporated based on its potential value, downside protection, and correlation benefits within the overall portfolio.
PlanRock receives external data related to advisors who purchase in the PlanRock Alternative Growth ETF. Advisors who enroll in the service but do not allocate to the ETF may be removed from the Model Portfolio service.