Advisor at Rolek Retirement Planning
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
Rolek Retirement Planning
Location
Berwyn, PA 19312
Credentials
CFP®, Series 66
Industry experience
15 years
Kyle Rolek is a CFP® professional with 15 years of industry experience and is the sole advisor at Rolek Retirement Planning in Berwyn, PA. His career includes roles at Rolek Wealth Management LLC, Arete Wealth Management LLC, and Rolek Advisory LLC. He also spends approximately 10% of his time selling insurance products to retail clients during trading hours. Rolek Retirement Planning serves individuals, high net worth clients, trusts, and retirement accounts by providing financial planning and both discretionary and non-discretionary investment management. The firm constructs customized portfolios using fundamental analysis, emphasizing low-cost mutual funds and ETFs, and offers educational services such as retirement planning seminars and published materials.
Based on Rolek Retirement Planning
Based on Rolek Retirement Planning
Financial planning fixed fees $500 to $5,000; retirement planning seminars up to $50 per participant
0.50% to 1.00% annually (based on several factors including asset size, complexity, and relationship)
Minimum fee: Fixed financial planning fees range from $500 to $5,000 Fee-only: Financial planning fixed fees from $500 to $5,000; retirement planning seminars up to $50 per participant
1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
Pennsylvania · Texas
Rolek Wealth Management LLC
2016 - Present (10 years)
Rolek Advisory LLC
2015 - 2017 (2 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.
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Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
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