Rogers Financial Advisory Group, LLC fees and pricing

Financial planner in Greenville, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Rogers Financial Advisory Group, LLC charges $150⁠-⁠$250 an hour and a flat or project fee of $1,000⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$250/hr
“The fee for financial planning service shall either be based upon a flat fee ranging from $1,000 to $2,500 or in the alternative shall be based upon an hourly fee ranging from $150 per hour to $250 per hour.”
Flat or project fee
$1,000⁠-⁠$2,500

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rogers Financial Advisory Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Once the financial plan has been developed, completed, presented and accepted by the client, all fees shall be due and payable at that time.”
  • “Variable annuities that are managed through the program will be billed a program fee.”
  • “At no time will program fees be billed directly from the variable annuity.”

How Rogers Financial Advisory Group, LLC’s fees compare

  • Its hourly rate of $150-$250 is below the South Carolina median of $250. 23% of the 69 other South Carolina planners that publish an hourly rate charge less.
  • 1 of the 8 other planners in Greenville that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$2,500 is below the South Carolina median of $3,000. 31% of the 65 other South Carolina planners that publish a flat or project fee charge less.
  • None of the 4 other planners in Greenville that publish a flat or project fee charge less.

About Rogers Financial Advisory Group, LLC

“Firm shall provide fee based financial planning services on behalf of its advisory clients. Additionally, the Firm will offer Modular Financial Planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: ChFC®.
  • Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Clients
116
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed
$42,940,922
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
130223
Website
rogersfinancialgroup.com (opens in new tab)
Phone
(864) 250-1376

Other planners in Greenville that publish fees

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