Rosemarie Porter
Direct Financial Care · Scottdale, Pennsylvania
Rosemarie Porter is a fee-only financial advisor at Direct Financial Care in Scottdale, Pennsylvania. Direct Financial Care reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Direct Financial Care |
|---|---|
| Based in | Scottdale, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $232.6M across 338 accounts |
| SEC registration | Investment adviser representative in PA, WI · CRD 7391138 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.directfinancialcare.com |
How Rosemarie's firm compares
- Direct Financial Care's average account is about $688,000, from its Form ADV (assets managed divided by 338 accounts).
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Questions about Rosemarie
Is Rosemarie Porter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rosemarie holds no broker registration, and Direct Financial Care reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rosemarie charge for financial advice?
Rosemarie's firm, Direct Financial Care, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rosemarie Porter based?
Rosemarie Porter is based in Scottdale, Pennsylvania.
Is Rosemarie Porter registered with the SEC?
Yes. Rosemarie Porter is registered as an investment adviser representative in PA and WI (CRD 7391138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Direct Financial Care manage?
Direct Financial Care reports $232.6M across 338 accounts in assets under management.
How do I contact Rosemarie Porter?
Through Rosemarie's website, www.directfinancialcare.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
- Direct Financial Care 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.
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