Advisor at Financial Management Strategies, Inc.
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Firm
Financial Management Strategies, Inc.
Location
Zelienople, PA 16063
Credentials
Series 63, Series 66
Industry experience
40 years
James Rogan is a financial advisor with Financial Management Strategies, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Financial Management Strategies since 2015 and is also involved with Cranberry Highlands Golf Course. Financial Management Strategies, Inc. manages approximately $619.5 million in assets and serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, retirement-plan advisory, financial planning, and consulting services, employing a range of investment analysis methods and providing both discretionary and non-discretionary account management.
Based on Financial Management Strategies, Inc.
Based on Financial Management Strategies, Inc.
Fixed fees for financial planning/consulting typically range from $250 to $10,000; one-time fixed fees for consulting services may range from $1,000 to $25,000
$0 - $100,000: 1.50% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 1.00%
Hourly consulting fees range from $75 to $250 per hour
Minimum fee: No minimum fee for retirement plan advisory services; no specific minimum fee stated for other services Fee-only: Financial planning and consulting services offered on fixed fee basis ($250 to $10,000) or hourly fee ($75 to $250 per hour)
626 West New Castle St., Suite 102
Zelienople, PA 16063
Florida · Nevada · Pennsylvania
Financial Management Strategies, Inc.
2015 - Present (11 years)
Cetera Wealth Services, LLC
2015 - Present (11 years)
Cranberry Highlands Golf Course
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wexford, PA
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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Green Trail Investments, LLC
Series 65
Mars, PA
Incline Financial Planning LLC
Series 66
Wexford, PA
Wexford Wealth Advisors LLC
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