Christopher Kehoe
R.W. Roge & Company, Inc. · Bohemia, New York
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.
- $3,800
- One-time plan, from
- $419M
- Firm assets managed
- $507,000
- Firm's average account
What Christopher focuses on
Who Christopher works with
- Retirees
- Founders
- Early-career professionals
How does Christopher's firm compare?
-
A one-time plan starts at $3,800, above the New York median of $2,500 for fee-only firms that publish prices.
-
R.W. Roge & Company, Inc.'s average account is about $507,000, from its Form ADV (assets managed divided by 827 accounts).
Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $419.5M across 827 accounts |
| Credentials | CFA · MBA · AIF · CFP · CMFC |
| SEC registration | Investment adviser representative in FL · CRD 2424005 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | rwroge.com |
| Profile |
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Bohemia
Other advisors in New York who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- R.W. Roge & Company, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.