Roger Manske
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families and small business owners, serving roughly 25 clients and generally keeping active engagements to fewer than 25 at a time. About 75% of clients are individuals and the remainder are small-business owners; the firm accepts new clients mainly by referral and does not impose a minimum net worth for engagement.
Its planning process covers goal identification, risk-tolerance assessment, asset-allocation design, investment selection, portfolio rebalancing and written investment policy statements, and the firm typically recommends individual no-load mutual funds using Morningstar Principia for initial screening while explicitly not relying on Morningstar star ratings. Advice is delivered on an advisory basis only — the firm does not accept discretionary trading authority and client assets remain with third-party custodians chosen by clients.
The firm’s fee-for-service model is emphasized in the brochure, with fees set case-by-case and an annualized fee range of $750–$2,500 for most clients; it accepts no performance-based fees or third-party compensation. The brochure also notes the firm has no other financial-industry affiliations or private-fund management responsibilities and maintains active monitoring of client holdings (weekly across accounts and daily for certain positions), reflecting a small-client, fiduciary-focused practice.
Client services
Expertise
Occupation focus
Fee options
Not explicitly stated in brochure, but SEC Form ADV Part 1 reports hourly charges
Minimum fee: Annual fees normally range from $750 to $2,500 for 75% of clients; fees are annualized and vary case-by-case Fee-only: Annual fees typically between $750 and $2,500, based on comprehensive financial planning services
Main office
Lagrange Pk IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Manske, Roger Thomas · Roger Manke · Roger Manske
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.
Forms ADV
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