Rodgers & Associates

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Assets Under Management

$1.5B

Number of Clients

982

Number of Advisors

Average Client AUM

$1.5M

AUM per Advisor

$124.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

RA Financial Services provides investment management, financial planning, and consultation services. Investment management involves continuous portfolio management based on client's investment policy statement, primarily using ETFs or mutual funds. Financial planning includes comprehensive or segmented plans and individual consultations. Hourly consultation services are also available.