Firm
Rogue Advisors
Grants Pass, Oregon
Fee-only
Rogue Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 154 individual clients, 13 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 345 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Grants Pass, Oregon |
|---|---|
| Website | rogueadvisors.com |
| [email protected] | |
| Phone | (541) 474-9700 |
Rogue Advisors fees
Rogue Advisors 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, hourly, one-time plans or projects. 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 | $80 million |
| Individual clients | 141 |
| High-net-worth clients | 13 |
| Accounts managed | 345 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-63283) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 132105 |