Rogers Consulting Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,529,500
Clients
10
Advisors
2
of 3 employees
About
Rogers Consulting Associates provides investment advisory, asset management, and financial planning services to individuals, high‑net‑worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm also serves as investment adviser to a private investment vehicle (R&A Investment Strategies, L.P.) and offers insurance recommendations through its licensed insurance agency.
Advisory services are delivered on a tailored, primarily discretionary basis and draw on a mix of analytical methods (including fundamental and technical analysis) and strategies such as long‑ and short‑term positions, options and margin transactions. For the private fund, the firm adheres to the investment strategy and restrictions set forth in the fund’s offering memorandum and treats pooled vehicle management as a distinct client service.
The firm’s structure is notable for combining private fund sponsorship and pooled‑vehicle management with an affiliated accounting practice, where its principals hold CPA credentials and may refer tax or accounting clients between entities. Rogers Consulting Associates is also a licensed insurance agency and, because a firm principal is the general partner of the private fund, the firm is deemed to have custody of the fund’s assets—operational and regulatory arrangements that are less common among similarly sized supported advisers.
Client services
Occupation focus
Fee options
1.25% annually
Commissions may be received from insurance product recommendations, paid directly from insurance companies
$250 to $300 per hour for financial planning services
Account minimum: $2,000,000 Fee-only: Hourly fees for financial planning services range from $250 to $300 per hour; minimum fee generally charged for financial planning is $5,000
Main office
121 Hunter Ave, Suite 100
St. Louis MO 63124
Advisors at this office
2
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
Trust company
They provide trust and estate administration 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
Advisors at this firm
Sally R
Series 66
St. Louis, MO
Rogers Consulting Associates, Inc.
Sally Rogers is a financial advisor with Rogers Consulting Associates, Inc. in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has been with Rogers Consulting Associates since 2012 and is also a shareholder and director at Rogers & Associates P.C., a CPA firm where she has worked for over 15 years. Rogers Consulting Associates provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and certain pooled vehicles. The firm offers tailored portfolio management, written financial plans, and insurance recommendations, managing approximately $75 million in client assets.
Krista R
PFS™, Series 66
St. Louis, MO
Rogers Consulting Associates, Inc.
Krista Rogers is a financial advisor with Rogers Consulting Associates, Inc. in St. Louis, MO, holding the PFS™ and Series 66 designations and bringing 13 years of industry experience. She also serves as director and treasurer of Rogers and Associates PC, a public accounting firm where she provides financial planning, tax preparation, accounting, and senior management services. Rogers Consulting Associates provides investment advisory and financial planning services primarily to individual and high-net-worth clients, trusts, estates, and certain pooled vehicles. The firm offers discretionary portfolio management and written financial plans tailored to client needs, managing approximately $75 million in client assets.
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