Roland Financial Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,379,450
Clients
340
Advisors
2
of 4 employees
About
Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients, managing roughly $68.7 million across about 340 client relationships. Services include ongoing portfolio management, comprehensive financial planning and an estate planning coordination service facilitated through a third‑party platform.
The firm tailors investment programs to each client’s goals and risk tolerance and uses a mix of fundamental, technical and charting analysis alongside long‑term purchase strategies and tactical asset allocation. RFWM may hire sub‑advisors to manage all or part of client portfolios and conducts quarterly account reviews with additional reviews triggered by material changes.
Distinctive features include a regular program of public educational seminars and workshops and an estate planning coordination offering, both of which the firm highlights as part of its client services. The firm’s principal also operates an affiliated insurance agency and devotes a material portion of his time to that activity, a disclosed conflict the firm addresses through disclosures and procedures.
Client services
Expertise
Fee options
$895 for Estate Planning Coordination Service
$0 - $1,000,000: 1.70% annually $1,000,000.01 - $2,000,000: 1.50% annually $2,000,000.01 - $5,000,000: 1.25% annually $5,000,000.01+: 1.00% annually
$350 per hour for financial planning
Account minimum: $250,000
Main office
3250 West Lake Road
Erie PA 16505
Advisors at this office
2
Most active in
Pennsylvania
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.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Johnathan E
Series 65
Erie, PA
Roland Financial Wealth Management LLC
Johnathan Essman is a Series 65-licensed financial advisor at Roland Financial Wealth Management LLC with one year of industry experience. Prior to joining Roland Financial, he was employed at First National Bank (FNB Corporation) for one year and spent eight years as a full-time student. He also works as an insurance agent through an affiliated insurance agency. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $68.7 million across about 340 client relationships, tailoring investment strategies using a combination of fundamental, technical, and charting analysis alongside long-term and tactical asset allocation approaches.
Roland K
Series 65
Erie, PA
Roland Financial Wealth Management LLC
Roland Kljunich is a financial advisor with Roland Financial Wealth Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Ae Wealth Management LLC and Abacus Capital Holdings, LLC, and has been involved with Roland Financial entities since 2015. In addition to advising, he writes financial books related to his practice. Roland Financial Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis alongside long-term and tactical investment strategies, and offers services including portfolio management, financial planning, estate planning coordination, and public educational seminars.
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