Advisor at E. Roger Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Largo, MD 20774
Credentials
CFP®, Series 63, Series 65
Industry experience
4 years
Earl King is a CFP® with three years of experience at E. Roger Financial Group, where he serves as the sole advisor. He has held roles at American Express Financial Advisors Inc. and IDS Life Insurance Company since 1998 and has worked with the District of Columbia Government since 2016 as a Business Procurement Specialist, providing guidance to small businesses on government contracting opportunities. E. Roger Financial Group offers financial planning, investment advisory, and small-business retirement plan services to individuals, businesses, trusts, estates, and nonprofits. The firm uses model-based portfolio advice with client-approved trades and provides subscription-based financial planning combined with insurance brokerage services.
Based on E. Roger Financial Group
Based on E. Roger Financial Group
<$250,000 - <$500,000: Financial Planning Subscription Platform fees vary by net worth, e.g., $1,150 total 1st year fee with $345 set-up and $67.08 monthly for net worth <$250k $250,000 - $500,000: $1,450 total 1st year fee with $435 set-up and $84.58 monthly subscription fees >$500,000 - <$750,000: $1,800 total 1st year fee with $540 set-up and $105.00 monthly subscription fees $750,000 - <$1,000,000: $2,100 total 1st year fee with $630 set-up and $122.50 monthly subscription fees $1,000,000 - <$2,000,000: $3,100 total 1st year fee with $930 set-up and $180.83 monthly subscription fees $2,000,000 - <$3,000,000: $3,900 total 1st year fee with $1,170 set-up and $227.50 monthly subscription fees $3,000,000 - <$5,000,000: $4,900 total 1st year fee with $1,470 set-up and $285.83 monthly subscription fees $5,000,000 - $10,000,000: $6,800 total 1st year fee with $2,040 set-up and $396.67 monthly subscription fees $10,000,000 - $15,000,000: $10,800 total 1st year fee with $2,240 set-up and $630.00 monthly subscription fees >$15,000,000+: $15,000 total 1st year fee with $4,740 set-up and $921.67 monthly subscription fees
Commissions received for insurance products including life, disability, and health coverage products
Hourly consulting/advisory rate $225 per hour; $125 per hour with E. Biz Planning Card
Subscription based financial planning fees ranging from approx. $33 to $460 per month after 1st year depending on net worth
Minimum fee: Financial planning engagement fees typically range from $1,150 to $15,000 based on net worth ranges Fee-only: Financial planning on hourly basis at $225 per hour; Small business financial planning hourly rate $225, with E. Biz Planning Card allowing $125 per hour
9701 Apollo Drive, Suite 410
Largo, MD 20774
Maryland
District of Columbia Government, DSLBD
2016 - Present (10 years)
E. Roger Financial Group, LLC
2012 - Present (14 years)
American Express Financial Advisors Inc.
1998 - Present (28 years)
IDS Life Insurance Company
1998 - Present (28 years)
UnEmployed
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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