Jessica Rodgers is a registered investment advisor at Rodgers & Associates, based in Lancaster, PA, with 23 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 982 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2025 Lititz Pike, Lancaster, PA, 17601
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Regulatory 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 →Other Business Activities
Jessica is a minority owner and manager at Rodgers & Associates, spending about half her time on support functions. She is also involved in book sales and speaking through Plan Smart, LLC, and rental real estate through Sapient, LLC.
Employment History
Current Registrations
Rodgers & Associates
Previous Registrations
Girard Securities, INC.
State Registrations1 state
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