Edwin Foss
Advisor at Rogan & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rogan & Associates
Location
Safety Harbor, FL 34695
Credentials
Series 63, Series 66
Industry experience
36 years
About
Edwin Foss is a financial advisor with Rogan & Associates in Safety Harbor, FL, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Rogan & Associates since 2004. Rogan & Associates serves individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses by managing discretionary portfolios and offering third-party managed accounts. The firm employs a generally conservative, long-term investment approach focused on diversification and tailoring allocations to client goals and time horizons.
Expertise
Based on Rogan & Associates
Retirement income strategy
Annuities
Wealth management
Passive / index investing
Fee options
Up to 2.25% per year, negotiable depending on assets under management and other factors
Earns commissions on the sale of securities, investment products, and insurance products recommended or purchased in brokerage and advisory accounts. Advisory fees are waived on insurance products when commissions are paid.
Hourly charges reported in SEC Part 1, but no specific hourly rate disclosed in brochure.
Account minimum: $10,000
Location
200 9 Th Avenue North, Suite 100
Safety Harbor, FL 34695
Most active in
Edwin F has reported serving >5 clients in these states in the last 12 months.
Florida · New York
Work history
Rogan & Associates, Inc.
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris S
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Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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