Rodgers & Associates

Overview

Rodgers & Associates is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2003. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based fees, hourly charges, and fixed-fee arrangements. Rodgers & Associates does not present itself as a dedicated capital allocator; rather, it combines public funds and third-party managers in client portfolios. The firm is not an active ESG investor and is not identified as a multi-state or newly formed adviser. Reported industry relationships include affiliations with a broker-dealer, another investment adviser, a trust company, and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives