Gregory Rogers is a CFP-designated registered investment advisor at Cannon Beach Financial Advisors, based in Brookline, MA, with 16 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 112 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cannon Beach Financial Advisors offers two investment management options, Core and Core Plus, each with two fee tiers depending on whether you also use their financial planning services (Tier 1 is discounted). Fees are based on a percentage of your portfolio's value.
Cannon Beach Core Plus:
- Tier 2 (without financial planning):
- Up to $500,000: 1.200% per year
- $500,001 - $1,000,000: 0.950% per year
- $1,000,001 - $2,500,000: 0.825% per year
- Above $2,500,000: 0.700% per year
- Tier 1 (with financial planning):
- Up to $500,000: 1.100% per year
- $500,001 - $1,000,000: 0.825% per year
- $1,000,001 - $2,500,000: 0.725% per year
- Above $2,500,000: 0.625% per year
Cannon Beach Core:
- Tier 2 (without financial planning):
- Up to $500,000: 0.975% per year
- $500,001 - $1,000,000: 0.750% per year
- $1,000,001 - $2,500,000: 0.650% per year
- Above $2,500,000: 0.575% per year
- Tier 1 (with financial planning):
- Up to $500,000: 0.850% per year
- $500,001 - $1,000,000: 0.650% per year
- $1,000,001 - $2,500,000: 0.575% per year
- Above $2,500,000: 0.500% per year
Active retirement plan assets are assessed an annual flat 0.38%.
Location
1330 Beacon Street, Suite 347, Brookline, MA, 02446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a passive investor in Curious5 Inc, a retail store in Cambridge, MA, since 2013. He receives no compensation and is not involved in the company's management or decisions.
Employment History
Current Registrations
Cannon Beach Financial Advisors
State Registrations1 state
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