ROGERS FINANCIAL ADVISORY GROUP, LLC

Overview

Rogers Financial Advisory Group, LLC is an independent, individual-owned RIA that serves mainly individual and family clients. The firm combines advisory services with broker-dealer registration and insurance brokerage, so its client solutions include fee-based planning and portfolio management as well as brokerage and insurance product access. Compensation is multi-channel: percentage-of-AUM fees are used alongside hourly charges and subscription-style fees. Advisory activities extend beyond portfolio oversight to financial planning, management of portfolios for individuals and small businesses, and client education through periodic publications and workshops. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives