Rebecca Hergenroeder
Rebecca Hergenroeder is a CFP, ChFC-designated registered investment advisor at Hergenroeder Financial Advisors, INC., based in Timonium, MD, with 33 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 421 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
1954 Greenspring Drive, Suite 230, Timonium, MD, 21093
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca sells fixed insurance products since 2012, dedicating minimal time to this activity. She also works with Hergenroeder Financial Advisors, Inc. as a Registered Investment Advisor, preparing financial plans and managing assets, which takes nearly full-time.
Employment History
Current Registrations
Hergenroeder Financial Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations23 states
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