Patrick Carney is a registered investment advisor at Rodgers & Associates, based in Lancaster, PA, with 11 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 982 clients with $1.5B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2025 Lititz Pike, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2014Employment History
Current Registrations
Rodgers & Associates
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
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.
Exams
Additional Information
Patrick resides in Lancaster with his wife Shelly, his sons Rowan and Ian and their rescue dog Johnny. When he is not helping clients transition to retirement, you will probably find him grilling. He got hooked on the hobby out of his interest in saving and investing and enjoys finding ways to create a restaurant quality steak dinner at home for a fraction of the cost. Patrick currently serves on the Board of Directors at Lancaster Dollars for Higher Learning, which provides interest-free student loans for qualifying students from Lancaster County.