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Virginia Long Rogers

Advisor at Creekside Financial Planning, L.L.C. — Bath, NC

Updated today

Credentials

CFP®

Experience

< 1 year

Location

Bath, NC

Creekside Financial Planning, L.L.C. logo

Creekside Financial Planning, L.L.C.

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.

Client services

Based on Creekside Financial Planning, L.L.C.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Creekside Financial Planning, L.L.C.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies

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Fee options

Fixed

Project-based financial planning fixed fee range between $1,500 and $15,000; Educational seminars fees from $0 to $1,000 per seminar or $0 to $25 per participant; ongoing financial planning fixed quarterly fees $375 to $2,400

Percentage

Up to 1.25% annually, negotiable

Project-based

Project-based financial planning hourly rate of $250 per hour

Other

Fee-only: Financial planning fees may include initial fees up to $5,000, ongoing quarterly fixed fees ranging from $375 to $2,400, and project-based fixed fees between $1,500 and $15,000 or hourly fees at $250/hr

Location

Bath, NC

Bath NC

Advisors at this office

1

Most active in

North Carolina

Work history

< 1 year of industry experience

Creekside Financial Planning, L.L.C.,

2025 - Present • 1 year

Bath, NC

Edward Jones

2022 - 2025 • 3 years

Bath, NC

N/A

2015 - 2022 • 7 years

Bath, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher W

Series 63, Series 65

Washington, NC

United Brokerage Services, INC

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Tax-loss harvesting Wealth management
user avatar

Logan E

Series 66

Washington, NC

Edward Jones

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Roy P

Series 63, Series 66

Washington, NC

Edward Jones

Roy Parker is a financial advisor with Edward Jones in Washington, NC. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 29 years with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Jonathon O

Series 66

Washington, NC

Edward Jones

Jonathon Oliver is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Carbyne for two years and served with the Colorado Department of Public Safety, Colorado State Patrol, for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Lisa C

Series 63, Series 66

Washington, NC

Edward Jones

Lisa Clark is a financial advisor with Edward Jones in Washington, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Rodney C

CFP®, Series 63, Series 65

Washington, NC

Edward Jones

Rodney Cantrell is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1984, totaling 42 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has volunteered as an ad hoc community liaison on a strategic planning task force at Beaufort County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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