A complete list of active advisors currently associated with Rolek Retirement Planning

Warmer can help you find a great advisor at Rolek Retirement Planning or one who fits your needs even better.

Rolek Retirement Planning provides financial planning and discretionary and non-discretionary investment management to individuals, high net worth clients, trusts, and retirement accounts. The firm also offers educational services, including retirement planning seminars and a published book on retirement planning, alongside routine portfolio reporting. The firm constructs customized portfolios using a fundamental analysis framework and typically emphasizes low-cost mutual funds and ETFs while retaining legacy positions for tax or fit reasons when appropriate. Its investment process is long-term oriented but includes ongoing monitoring and tactical trading when client objectives or market conditions warrant, with investment selections made after internal due diligence. What is notable about this firm is its scale relative to its advisor headcount: it reports about $239 million in assets under management and roughly 262 clients while operating with a single registered advisor, a combination that is uncommon among supported firms. The firm sponsors a wrap-fee program that bundles transaction costs into advisory fees, publishes client-education materials and seminars, and discloses that its advisory personnel are also licensed insurance professionals who may receive commission-based compensation for insurance sales.

To learn more about the advisors currently working at Rolek Retirement Planning, 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.

Name	Location	Years of experience
Kyle Rolek	Berwyn, PA	16

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