Owings Mills, MD Two Financial Center Office
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T. Rowe Price Advisory Services, Inc.
Enterprise
Firm-wide stats for T. Rowe Price Advisory Services, Inc.
About
T. Rowe Price Advisory Services, Inc. offers the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management with telephone access to a financial advisor supported by an online planning tool. The program generally requires about $250,000 in aggregate investable assets to enroll in planning and the same minimum to open managed accounts, and it delivers point‑in‑time financial plans and annual reviews for enrolled households.
Portfolios are implemented at the household level using model allocations that range roughly from 10% to 100% equity and are invested exclusively in selected T. Rowe Price mutual funds and ETFs; the firm employs asset‑location logic, tax‑aware rebalancing (including minimizing short‑term gains), periodic tactical/opportunistic allocations, and typically uses I‑class shares where available. Financial plans and retirement income projections are produced with Monte Carlo simulations through an interactive online tool, and account management is executed on a discretionary basis once clients enroll and accept the investment proposal.
Several features distinguish TRP Advisory Services from many large enterprise advisers: the firm is registered with the CFTC as a commodity pool operator (an uncommon regulatory posture for firms of this type), it operates from a small office footprint relative to peers and its brochure does not list high‑net‑worth individuals, charitable organizations, or pension/profit‑sharing plans as client types. The Service is also limited to proprietary Price Funds and explicitly does not evaluate or recommend third‑party funds, other advisers, or individual securities, and it requires electronic delivery and electronic signatures as part of enrollment.
Expertise
Location
Two Financial Center, 4545 Painters Mill Rd
Owings Mills MD 21117
Advisors at this office
7
Advisors at this office
Ethan K
Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Ethan Kozel is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience, including prior roles at Equitable Advisors, LLC. Before entering the financial sector, he worked in the hospitality industry at Kobe Japanese Steak & Seafood House and BJ's Restaurant & Brewhouse. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining goals-based financial planning and discretionary investment management, serving individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an investment approach that includes tax-aware rebalancing and Monte Carlo simulation-based retirement income projections.
Erin H
Series 63, Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Erin Hogan is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and 21 years of industry experience. She has worked at T. Rowe Price since 2018, following three years at AXA Advisors LLC. Outside of her advisory role, she serves as Treasurer for a family-owned construction business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested in proprietary mutual funds and ETFs, using tax-aware strategies and Monte Carlo simulation tools to develop and manage retirement income plans.
Tierra M
Series 66, Series 63
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Tierra Mc Lain is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been with T. Rowe Price since 2013. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested solely in T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo simulations in its planning process.
Gavin C
Series 66, Series 63
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Gavin Chasney is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining T. Rowe Price, he worked at Conrad's Crabs and Pica and Associates LLC, and was also affiliated with the University of Maryland College Park, L'Hirondelle Country Club, and Loyola Blakefield. T. Rowe Price Advisory Services offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm emphasizes model portfolio management with tax-aware strategies and provides clients with online planning tools and telephone access to advisors.
Dylan M
Series 66, Series 63
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Dylan Menefee is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Liberty Mutual Insurance. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and delivers financial plans and retirement income projections through an interactive online tool.
Dylan V
Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
Dylan Vasbinder is a Series 66 licensed financial advisor at T. Rowe Price Advisory Services, Inc. with five years of industry experience. His prior roles include positions at Edward Jones and Morgan Stanley. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The service offers financial plans and ongoing reviews supported by an interactive online tool and telephone access to advisors.
David B
Series 63, Series 66
Owings Mills, MD
T. Rowe Price Advisory Services, Inc.
David Bowen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2020, with prior roles at Mariner Finance, Allstate Insurance Co, and MetLife Securities Inc. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management to individual investors and households, using proprietary mutual funds and ETFs alongside goal-based planning tools and Monte Carlo simulations. The firm serves clients with approximately $250,000 or more in investable assets.
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