# Jared Wilcox

> Jared Wilcox is a fee-only financial advisor at Rodgers & Associates in Lancaster, Pennsylvania, who holds the CFP, MBA and RICP credentials. Jared charges a percentage of assets and focuses on retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/jared-wilcox/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Rodgers & Associates
- **Based in:** Lancaster, Pennsylvania
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.63B across 3,544 accounts
- **Credentials:** CFP, MBA, RICP, ChFC, CRPC
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **Firm size:** 21 employees
- **Website:** http://rodgers-associates.com

## Frequently asked questions

### Is Jared Wilcox a fee-only financial advisor?

Yes. Jared Wilcox is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Jared charge for financial advice?

Jared charges a percentage of assets.

### Where is Jared Wilcox based?

Jared Wilcox is based in Lancaster, Pennsylvania.

### What does Jared specialize in?

Jared's specialties include retirement planning and estate & legacy planning. Jared works with retirees and pre-retirees.

### What credentials does Jared Wilcox hold?

Jared Wilcox holds the CFP, MBA, RICP, ChFC and CRPC credentials.

### How much does Rodgers & Associates manage?

Rodgers & Associates reports $1.63B across 3,544 accounts in assets under management.

### How do I contact Jared Wilcox?

Through Jared's website, rodgers-associates.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2424): 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://rodgers-associates.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.