Rogers Investment Advisors, LLC fees and pricing
Financial planner in Santa Clara, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Rogers Investment Advisors, LLC charges $400 an hour and a flat or project fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“(b) fixed fees for financial planning services, usually ranging from $5,000 to $15,000, depending on the complexity of the client’s circumstances, (c) an hourly fee of $400 per hour for financial planning services;”
- Flat or project fee
- $5,000-$15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rogers Investment Advisors, LLC’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$15,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
About Rogers Investment Advisors, LLC
“It provides investment management, pension plan consulting, financial planning, bill payment and tax preparation services to clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.2% a year
- Clients
- 5
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $70,583,944
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132722
- Phone
- (408) 215-1698
Other planners in Santa Clara that publish fees
- Money IntelligenceSanta Clara$5,000/yr
- Nri Wealth Management, LLCSanta Clara$350-$500/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.