Gregory Rogers
Cannon Beach Financial Advisors · Brookline, Massachusetts
Gregory Rogers is a fee-only financial advisor at Cannon Beach Financial Advisors in Brookline, Massachusetts, who holds the CFP credential. Cannon Beach Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cannon Beach Financial Advisors |
|---|---|
| Based in | Brookline, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $209.2M across 549 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4307070 |
| Exams passed | Series 63 (2002) · Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cannonbeachco.com |
How Gregory's firm compares
- Cannon Beach Financial Advisors's average account is about $381,000, from its Form ADV (assets managed divided by 549 accounts).
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Questions about Gregory
Is Gregory Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Cannon Beach Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Cannon Beach Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Rogers based?
Gregory Rogers is based in Brookline, Massachusetts.
What credentials does Gregory Rogers hold?
Gregory Rogers holds the CFP credential.
Is Gregory Rogers registered with the SEC?
Yes. Gregory Rogers is registered as an investment adviser representative in MA (CRD 4307070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cannon Beach Financial Advisors manage?
Cannon Beach Financial Advisors reports $209.2M across 549 accounts in assets under management.
How do I contact Gregory Rogers?
Through Gregory's website, www.cannonbeachco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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