HR
HR

Hannah Rouse

8 Years of Experience
Shrewsbury, PA
Broker

Hannah Rouse is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Shrewsbury, PA, with 8 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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Location

Shrewsbury, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hannah works as a game helper for Susquehannock High School, running the scoreboard for high school sports since 2022. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
May 2022 - Present · 4 yrs 2 mos
T. Rowe Price Investment Services, INC.
May 2022 - Present · 4 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
January 2022 - May 2022 · 4 mos
Morgan StanleyBroker
January 2022 - May 2022 · 4 mos
T. Rowe Price Advisory Services, INC.
March 2019 - August 2021 · 2 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
April 2017 - August 2021 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Hannah Rouse - Financial Advisor | TrueAdvisor