Rodgers & Associates

Overview

Rodgers & Associates is an independent registered investment adviser that has been SEC-registered since 2003. The firm serves a mix of individual and family clients plus some institutional relationships, and it positions itself around financial planning and discretionary portfolio management for individuals and small businesses. Its billing model is flexible — fee‑based on assets under management supplemented by hourly and fixed-fee engagements — which supports both ongoing portfolio oversight and one‑time planning work. The firm does not present itself as an ESG-focused investor. It maintains industry ties across the financial ecosystem, including relationships with broker‑dealers, trust companies and insurance firms, which suggests access to a broad set of product and service channels rather than running proprietary alternative funds or acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives