Jared Wilcox
Rodgers & Associates · Lancaster, Pennsylvania
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.
Request an introduction to Jared →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Rodgers & Associates |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model | Percentage of assets |
| Assets under management | $1.63B across 3,544 accounts |
| Credentials | CFP · MBA · RICP · ChFC · CRPC |
| Firm size | 21 employees |
| Website | rodgers-associates.com |
| Profile |
How Jared's firm compares
- Rodgers & Associates's average account is about $460,000, from its Form ADV (assets managed divided by 3,544 accounts).
Request an introduction to Jared
Tell Jared a little about what you're looking for. Jared 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.
Questions about Jared
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Rodgers & Associates 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.