A complete list of active advisors currently associated with Roger Manske

Warmer can help you find a great advisor at Roger Manske or one who fits your needs even better.

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.

To learn more about the advisors currently working at Roger Manske, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.