Firm
R.W. Roge & Company, Inc.
Bohemia, New York
Fee-only
R.W. Roge & Company, Inc. at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 9 employees and 322 individual clients, 121 of them high net worth.
- Its average account is about $507,000 (assets it manages divided by its 827 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Bohemia, New York |
|---|---|
| Website | rwroge.com |
| [email protected] | |
| Phone | +6312180077210 |
R.W. Roge & Company, Inc. 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 $3,800 |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"There is a one-time, up-front charge of $3,800 for the creation of your comprehensive financial plan." source
"is between 0.50% – 1% and is based on a set fee schedule" source
"is between 0.50% – 1% and is based on a set fee schedule" source
"Our ongoing asset management fee, which also includes any plan updates, is between 0.50% – 1%" 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 |
|---|---|
| Assets managed | $419 million |
| Individual clients | 201 |
| High-net-worth clients | 121 |
| Accounts managed | 827 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-28012) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 104645 |