Rowe Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rowe Consulting Group provides investment consulting, manager search and selection, and asset-management oversight primarily to mid‑market defined benefit and defined contribution retirement plans, endowments, foundations, and individual clients. The firm reports one advisory professional, approximately $10.7 million in assets under management, and about 52 clients, and also offers hourly financial consultations and IPS preparation.
The firm’s investment approach centers on a proprietary, quantitative domestic equity rotation methodology called Enhanced Dynamic®, together with strategic/dynamic asset‑allocation and ongoing manager review. Rowe emphasizes an “un‑bundling” model that selects independent service providers to reduce costs and conflicts, and it makes the Enhanced Dynamic® methodology available non‑discretionarily to other consultants and platforms.
Rowe is affiliated with related entities that develop and license its proprietary methodology (Enhanced Investment Partners LLC and Rowpyn Investment Partners LLC), a structural arrangement it discloses and that is uncommon among similar supported firms. The brochure also discloses that one advisory representative has prior regulatory matters and a 2019 bankruptcy discharge, and the firm’s reported AUM and client mix indicate it does not hold substantial high‑net‑worth assets despite listing HNW clients among its target types.
Client services
Expertise
Occupation focus
Fee options
Fee-for-service arrangements negotiable from $500 to $15,000
$0 - $2,000,000: 1.5% $2,000,000+: Negotiable [less than 1.5%]
Typically $450 per hour with 7 hour minimum, negotiable
Account minimum: $1,000,000 Fee-only: Investment consulting services billed hourly or flat fee; hourly rate typically $450/hour, minimum 7 hours; fee-for-service arrangements $500 to $15,000 (negotiable)
Main office
Franklin TN
Advisors at this office
1
Most active in
California · Illinois · Tennessee
Also doing business as
R Consulting Group, LLC · Rowe Consulting Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)