R.W. Roge & Company, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$395,007,999
Clients
322
Advisors
4
across 3 offices
About
R.W. Rogé & Company, Inc. is a fee-only wealth management firm that serves individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, foundations, and other institutional clients through discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and a Value Strategy equity offering. Its service menu includes branded programs for private clients, institutional portfolios, 401(k) plan management, standalone financial planning, and a concentrated value equity strategy.
The firm combines strategic asset-allocation modeling grounded in Modern Portfolio Theory with bottom-up, value-oriented equity selection, using a proprietary ResearchEdge due-diligence process to build and monitor portfolios across risk models. Investments can include U.S. and non-U.S. equities, fixed income, mutual funds and ETFs, select alternatives, and the firm manages “held away” assets via order-management platforms and uses custodians that support international trading when required.
The brochure highlights several practices that distinguish the firm from many peers: it calls out media citations and contributing-editor roles in national outlets (for example, Forbes, Morningstar, Wall Street Journal, and CNBC), promotes its ResearchEdge methodology and subscription to Real Fiduciary™ Practices, and notes use of endorsements, testimonials and third‑party recognition in its advertising along with the delivery of educational seminars and workshops. The firm also emphasizes a staff with multiple professional credentials (CFP®, CFA®, CEPA®, AIF®, CAP®), a formal proxy‑voting process, and specialized 401(k) fiduciary due‑diligence services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Plan. Achieve. Live. one-time initial set-up and financial planning fee of $3,800; StrategicAccess one-time set-up and investment policy statement fee of $750.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$450 per hour for work completed if terminating during planning or account set-up phase.
Account minimum: $200,000 Fee-only: Financial Planning Only: $450/month for single person, $500/month for couple, plus $50/month if net worth > $3 million.
Main office
See officeOne Corporate Drive, Suite 101
Bohemia NY 11716
Advisors at this office
2
Offices (3)
Most active in
California · Connecticut · Florida · Louisiana · Massachusetts · New Jersey · New York · Texas · Virginia
Also doing business as
R. W. Roge & Company, Inc · R. W. Roge & Company, Inc. · R.W. Roge & Company, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher K
CFA®
Port Charlotte, FL
R.W. Roge & Company, Inc
Christopher Kehoe is a CFA® charterholder with four years of industry experience. He is currently with R.W. Rogé & Company, Inc. and has prior experience at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation with bottom-up equity selection through its proprietary ResearchEdge due-diligence process.
Philip B
CFP®
Bohemia, NY
R.W. Roge & Company, Inc
Philip Brucato is a CFP® professional with nine years of experience at R.W. Rogé & Company, Inc. and two years at Bank of America. He is based in Bohemia, NY. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation and bottom-up equity selection, utilizing a proprietary due-diligence process and offering a range of financial planning and portfolio management services.
Steven R
CFP®, Series 63, Series 65
Beverly, MA
R.W. Roge & Company, Inc
Steven Roge is a CFP® with 12 years of industry experience and has been with R.W. Rogé & Company, Inc. since 1996. He serves as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine, where he teaches a class on personal finance topics on a pro-bono basis. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm combines strategic asset-allocation modeling based on Modern Portfolio Theory with bottom-up, value-oriented equity selection through its proprietary ResearchEdge process, offering a range of services including discretionary portfolio management, comprehensive financial planning, and a concentrated value equity strategy.
Christine P
CFP®, Series 63
Bohemia, NY
R.W. Roge & Company, Inc
Christine Parisi is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at R.W. Rogé & Company, Inc. since 2018 and previously held roles at Cadaret, Grant & Co., Inc. and RLB Wealth Planning, Inc. from 2015 to 2018. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and other institutional clients. The firm employs a combination of strategic asset-allocation modeling based on Modern Portfolio Theory and a bottom-up, value-oriented equity selection process through its proprietary ResearchEdge due-diligence methodology.
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