Firm
Rodgers & Associates
Lancaster, Pennsylvania
Fee-only
Rodgers & Associates at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 21 employees and 994 individual clients, 549 of them high net worth.
- Its average account is about $460,000 (assets it manages divided by its 3,544 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Lancaster, Pennsylvania |
|---|---|
| Website | rodgers-associates.com |
| [email protected] | |
| Phone | (717) 560-3800 |
Rodgers & Associates fees
Rodgers & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 445 |
| High-net-worth clients | 549 |
| Accounts managed | 3,544 |
| Employees | 21 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-62118) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 121700 |