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Christopher Kehoe

Advisor at R.W. Roge & Company, Inc

Updated today
R.W. Roge & Company, Inc logo

Firm

R.W. Roge & Company, Inc

Location

Port Charlotte, FL

Credentials

CFA®

Industry experience

4 years

Client services

Based on R.W. Roge & Company, Inc

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on R.W. Roge & Company, Inc

Wealth management College savings (529s, UTMA, etc.) Active portfolio management

Occupation focus

Based on R.W. Roge & Company, Inc

Founder/Business Owner Executive

Demographic focus

Based on R.W. Roge & Company, Inc

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Plan. Achieve. Live. one-time initial set-up and financial planning fee of $3,800; StrategicAccess one-time set-up and investment policy statement fee of $750.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$450 per hour for work completed if terminating during planning or account set-up phase.

Other

Account minimum: $200,000 Fee-only: Financial Planning Only: $450/month for single person, $500/month for couple, plus $50/month if net worth > $3 million.

Location

Port Charlotte, FL

Most active in

Florida

Work history

R.W. Roge & Company

2024 - Present (2 years)

Masonry Capital Management, LLC

2018 - 2019 (1 year)

Value Advisors LLC

2016 - Present (10 years)

Berens Capital Management LLC

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Deb M

CFP®, CPA

Punta Gorda, FL

WorthyNest LLC

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Family Business Business ownership considerations Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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Edward E

Series 65

Port Charlotte, FL

Elm Tree Capital Management LLC

Income planning Wealth management
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Gw K

Series 63, Series 65

North Port, FL

King Retirement Solutions, LLC

General retirement planning Social Security optimization Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)
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Wendy J

Series 63, Series 65

Englewood, FL

Wealth Architects LLC

Active portfolio management Private / alternative investments Options & derivatives strategies
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Jeffrey K

ChFC®, Series 66

Englewood, FL

JK PWA LLC

Active portfolio management Tax-loss harvesting
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David H

Series 63, Series 65

Port Charlotte, FL

Lci Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management
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