# Christopher Kehoe

> Christopher Kehoe is a fee-only financial advisor at R.W. Roge & Company, Inc. in Bohemia, New York, who holds the CFA, MBA and AIF credentials. Christopher charges a percentage of assets and a one-time planning fee (one-time plans from $3,800 and 0.5%–1% a year of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/christopher-kehoe/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** R.W. Roge & Company, Inc.
- **Based in:** Bohemia, New York
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,800; 0.5%–1% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $419.5M across 827 accounts
- **Credentials:** CFA, MBA, AIF, CFP, CMFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Student loans, Family wealth transfer, Retirement with concentrated positions
- **Works with:** Retirees, Founders, Early-career professionals
- **CRD:** 2424005 (https://adviserinfo.sec.gov/individual/summary/2424005)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://rwroge.com

## Frequently asked questions

### Is Christopher Kehoe a fee-only financial advisor?

Yes. Christopher Kehoe is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.

### How does Christopher Kehoe charge for financial advice?

Christopher Kehoe charges a percentage of assets and a one-time planning fee.

### How much does Christopher Kehoe charge?

According to R.W. Roge & Company, Inc.'s website, checked October 28, 2026: one-time plans from $3,800; 0.5%–1% a year of assets managed.

### Does Christopher Kehoe work with clients virtually?

Yes. R.W. Roge & Company, Inc. says on its website that it works with clients remotely.

### Where is Christopher Kehoe based?

Christopher Kehoe is based in Bohemia, New York.

### What does Christopher Kehoe specialize in?

Christopher Kehoe's specialties include retirement planning, tax planning, estate & legacy planning, student loans, family wealth transfer and retirement with concentrated positions. Christopher works with retirees, founders and early-career professionals.

### What credentials does Christopher Kehoe hold?

Christopher Kehoe holds the CFA, MBA, AIF, CFP and CMFC credentials.

### Is Christopher Kehoe registered with the SEC?

Yes. Christopher Kehoe is registered as an investment adviser representative in FL (CRD 2424005), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does R.W. Roge & Company, Inc. manage?

R.W. Roge & Company, Inc. reports $419.5M across 827 accounts in assets under management.

### How do I contact Christopher Kehoe?

Through Christopher Kehoe's website, rwroge.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1428): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.rwroge.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.