Advisor at Rockwood Wealth Management, LLC
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Firm
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Kenny Bauer is a CFP® with 25 years of industry experience, currently serving at Rockwood Wealth Management, LLC since 2017. He has prior experience with The Marshall Financial Group, Inc. and WM. L. Marshall & Associates, Inc. Bauer is a certified boys lacrosse official and serves on the boards of the Captain Connor J. Bednarzyk, USA Memorial Fund and the Washington Crossing Council of the Boy Scouts of America. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with comprehensive financial planning and investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using Dimensional Fund Advisors products, and operates with a large multi-advisor team from a single office platform.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania
Rockwood Wealth Management
2017 - Present (9 years)
Rockwood Wealth Management
2017 - Present (9 years)
The Marshall Financial Group, Inc.
2000 - Present (26 years)
WM. L. Marshall & Associates, Inc.
1997 - 2016 (19 years)
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Other specialized services
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