Rogers Financial Advisory Group, LLC

Overview

Rogers Financial Advisory Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. It combines advisory work with insurance brokerage and registered representative activity through a broker-dealer relationship. The firm charges fees using multiple models — percentage of AUM, hourly fees, and subscription arrangements — and supplements advisory work with educational seminars, periodic publications, and newsletters. It is not positioned as an ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator to third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices