How does the advisor help clients – Key Takeaways:
ROWLEY FINANCIAL LLC, founded in 2005, is a financial planning and investment management firm dedicated to providing personalized and comprehensive financial services to its clients. With a team of experienced and knowledgeable advisors, ROWLEY FINANCIAL LLC strives to help individuals and families achieve their financial goals.
The firm believes in building long-term relationships with its clients and providing them with ongoing guidance and support. They understand that everyone’s financial situation is unique and therefore tailor their services to meet the individual needs and goals of each client.
Some of the key takeaways clients can expect from working with ROWLEY FINANCIAL LLC include:
- Comprehensive financial planning services
- Customized investment strategies
- Risk management and insurance solutions
- Tax planning and preparation
- Estate planning and wealth transfer
Facts and Insights
With over 15 years in business, ROWLEY FINANCIAL LLC has established itself as a reliable and reputable financial advisory firm. They have a team of 12 advisors, each with expertise in different areas of finance, allowing them to provide well-rounded and holistic advice to their clients.
According to publicly available data, ROWLEY FINANCIAL LLC currently manages over $500 million in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
ROWLEY FINANCIAL LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance solutions
- Education planning
- Debt management
Client Types
ROWLEY FINANCIAL LLC caters to a diverse group of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Professionals
- Retirees
Fees & Compensation
ROWLEY FINANCIAL LLC is a fee-only firm, which means their compensation comes solely from the fees their clients pay for their services. This ensures that their advice is always in the best interest of their clients, without any conflicts of interest.
The firm’s fees are based on a percentage of the assets they manage for their clients, with most clients paying between 1% to 2% annually. However, their fees may vary depending on the level of service and complexity of the client’s financial situation.
Background
The founder and CEO of ROWLEY FINANCIAL LLC, John Rowley, has been in the financial industry for over 30 years. He holds a CFP® (Certified Financial Planner) designation and has extensive experience in financial planning, investment management, and retirement planning.
The firm’s team of advisors also have various certifications and designations, including CFP®, CPA (Certified Public Accountant), and CFA® (Chartered Financial Analyst), demonstrating their expertise and commitment to providing high-quality financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ROWLEY FINANCIAL LLC is required to disclose any potential conflicts of interest or past disciplinary actions. According to publicly available information, the firm has a clean record with no disciplinary actions reported.
Clients can also access the firm’s Form ADV, which includes information about their fees, services, and any potential conflicts of interest, on the SEC’s website.