E. Roger Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$225,526
Clients
1
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$225,526
About
E. Roger Financial Group advises individual investors, small business owners, employer-sponsored retirement plans and similar entities on financial planning, retirement and estate issues, and portfolio management. Services include subscription-based financial planning, model portfolio advisory, small-business retirement plan support, and brokerage placement for life and disability insurance products.
The firm manages client portfolios using model asset allocations and a non-discretionary process in which recommendations are developed from a client’s financial plan and require client approval before trades are executed. Investment selection and planning rely on a mix of fundamental and technical analysis and use simulation models and scenario projections to evaluate retirement and goal outcomes; the firm charges asset-based advisory fees for ongoing management while offering separate subscription and hourly planning options.
Noteworthy for a small, independent adviser, the firm presents hypothetical projections and scenario modeling as part of its planning work, offers insurance brokerage services that involve commission compensation, and structures most advisory accounts as non-discretionary — all features that are relatively uncommon among peers. It also provides periodic educational seminars and recurring webinars and markets low-cost subscription products (an individual “planning card” and a business planning card) to broaden access to financial and small-business planning, and maintains formal operational relationships with custodians and mutual fund providers to facilitate fee debiting and access to specific share classes.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Business ownership considerations
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
<$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
Main office location
E. Roger Financial Group
9701 Apollo Drive, Suite 410
Largo MD 20774, United States
Number of offices
1
Most active in
E. Roger Financial Group has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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