Virginia Rogers is a CFP-designated registered investment advisor at Creekside Financial Planning, L.L.C., based in Bath, NC. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Creekside Financial Planning charges up to 1.25% of the value of your portfolio annually for investment management. This fee is negotiable and paid quarterly. If Creekside uses an outside manager, their fee is included in the overall fee, but the total will not exceed 2% of your portfolio value. Clients with managed assets greater than $500,000 receive ongoing financial planning at no additional cost.
Location
Bath, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Creekside Financial Planning, L.L.C.
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.