Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, not exceeding 3% annually. The standard fee is 1.00% annually of the account's market value, but fees are negotiable. Financial planning and consultation services are billed at $250/hour, also negotiable. Additional in-person reviews are available at $250/hour, including preparation time. The minimum assets under management is generally $250,000, but accounts below this may be negotiable.
Areas of Practice
Advisor Information
Office location
2025 Lititz Pike, Lancaster, PA, 17601
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Christopher Mark HersheyRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rodgers & Associates
State Registrations1 state
Exams
Additional Information
Chris Hershey, CFP®, CRPC® joined the Rodgers & Associates’ team in June of 2019 with over five years of experience in the financial advice industry. Prior to joining the firm, he served as a supervisor of financial planning at eMoney Advisor®—a wealth management technology company based in Radnor, PA. Chris decided he wanted to become a financial adviser when he started to take control of his own personal finances. He was amazed at the level of complexity involved in this process and wanted to help others learn how to make smart decisions with their money. He chose Rodgers & Associates because of their holistic approach to financial planning and their commitment to acting in the best interests of their clients.