David Rowan is a CFP-designated registered investment advisor at Rowan Financial LLC, based in Bethlehem, PA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 44 clients with $26M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10,000,000. This fee schedule applies to the 'Manage My Money Plan' for clients with over $400,000 in investable assets. Clients with less than $400,000 in investment assets pay 1% annually for investment management.
Fee Estimator
Contact
David Rowan
Location
Bethlehem, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner, managing member, and investment adviser representative of Rowan Financial LLC, dedicating nearly full-time hours to providing investment advice and financial planning. He also invests about 10-20% of his time in property development, rehabilitation, and management, and about a quarter of his time as a registered investment adviser representative of Origin Financial, serving as a financial planner.
Employment History
Current Registrations
Rowan Financial LLC
Previous Registrations
Origin Financial
Roche Financial Partners LLC
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.
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