Wendy Rowley is a CFP-designated registered investment advisor at Rowley Financial, based in Lancaster, PA, with 30 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 166 clients with $98M 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 | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Location
600J Eden Road, Suite 4, Lancaster, PA, 17601
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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
Wendy is an owner in Elmtree Acres Holdings LLC and Elmtree Acres LP, a real estate holdings business, and owns personal real estate through Rowley Holdings LLC. Wendy is also a licensed insurance agent since 1995, dedicating minimal time to this activity.
Employment History
Current Registrations
Rowley Financial
Previous Registrations
Markle Financial LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Financial Network Advisory INC.
Financial Network Investment CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.