Roger Dowdeswell
KDT Advisors · Princeton, New Jersey
Roger Dowdeswell is a fee-only financial advisor at KDT Advisors in Princeton, New Jersey. KDT Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Roger →
Who they serve
- Multi-generational families
Facts
| Firm | KDT Advisors |
|---|---|
| Based in | Princeton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $210.4M across 60 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 6854777 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kdtadvisors.com |
How Roger's firm compares
- KDT Advisors's average account is about $3.5 million, from its Form ADV (assets managed divided by 60 accounts).
Request an introduction to Roger
Tell Roger a little about what you're looking for. Roger 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 Roger
Is Roger Dowdeswell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and KDT Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, KDT Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roger Dowdeswell based?
Roger Dowdeswell is based in Princeton, New Jersey.
Is Roger Dowdeswell registered with the SEC?
Yes. Roger Dowdeswell is registered as an investment adviser representative in NY and TX (CRD 6854777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KDT Advisors manage?
KDT Advisors reports $210.4M across 60 accounts in assets under management.
How do I contact Roger Dowdeswell?
Through Roger's website, www.kdtadvisors.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
- KDT Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.