A complete list of active advisors currently associated with Rose City Investment Consulting LLC

Warmer can help you find a great advisor at Rose City Investment Consulting LLC or one who fits your needs even better.

Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives and retirees through a fixed-fee retainer service. The firm is fee-only and does not accept commissions or performance-based fees. The firm’s offering centers on evaluating existing investments, constructing and suggesting portfolios, ongoing monitoring and periodic reporting, while clients retain custody and execution responsibility for any trades. Advice is grounded in fundamental analysis and active asset-allocation recommendations, with portfolio reviews and rebalancing suggested at least annually or more often when circumstances change. What is distinctive is the firm’s planning-only structure: it does not manage client assets on a discretionary basis, does not charge percentage-of-assets-under-management fees, and does not maintain custody or implement transactions for clients — an arrangement that is less common among independent advisers. The principal’s combined CFP®, CPA and PFS credentials and the firm’s focus on serving higher-net-worth and professional clients further differentiate its practice model from many peers.

To learn more about the advisors currently working at Rose City Investment Consulting LLC, 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.