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Rohnn Sanderson

11 Years of Experience
Owensboro, KY

Rohnn Sanderson is a registered investment advisor at Advisory Services Network, based in Owensboro, KY, with 11 years of industry experience. Rohnn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1004 Frederica Street, Owensboro, KY, 42301

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rohnn is an owner at Econ-Logic, an economic consulting firm, dedicating minimal time. He also works as an economics instructor at Kentucky Wesleyan College and Owensboro Community and Technical College, spending about 10-20% of his time and a few hours per week, respectively.

Employment History
Current Registrations
Advisory Services Network
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Waddell & Reed, INC.
December 2002 - September 2009 · 6 yrs 9 mos
State Registrations1 state
KY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rohnn Sanderson - Financial Advisor | TrueAdvisor