Firm
Rowan Financial LLC
Bethlehem, Pennsylvania
Fee-only
Rowan Financial LLC 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 1 employee and 44 individual clients, 6 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 112 accounts).
- Its hourly rate of $350 is above the Pennsylvania median of $250.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Bethlehem, Pennsylvania |
|---|---|
| Website | rowanfinancial.com |
| [email protected] | |
| Phone | (610) 442-7013 |
Rowan Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Hourly | $350 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Retirement Check-Up : $1,500 - $2,000" source
"Hourly Planning : $350 per Hour" source
"Tiered Pricing Starting at 1% of Assets Managed" source
"No. I offer flat-fee plans and comprehensive financial planning without a minimum asset requirement." source
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 | $26 million |
| Individual clients | 38 |
| High-net-worth clients | 6 |
| Accounts managed | 112 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 146650 |