Roger Manske
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$0
About
The firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families and small business owners, serving roughly 25 clients and generally keeping active engagements to fewer than 25 at a time. About 75% of clients are individuals and the remainder are small-business owners; the firm accepts new clients mainly by referral and does not impose a minimum net worth for engagement.
Its planning process covers goal identification, risk-tolerance assessment, asset-allocation design, investment selection, portfolio rebalancing and written investment policy statements, and the firm typically recommends individual no-load mutual funds using Morningstar Principia for initial screening while explicitly not relying on Morningstar star ratings. Advice is delivered on an advisory basis only — the firm does not accept discretionary trading authority and client assets remain with third-party custodians chosen by clients.
The firm’s fee-for-service model is emphasized in the brochure, with fees set case-by-case and an annualized fee range of $750–$2,500 for most clients; it accepts no performance-based fees or third-party compensation. The brochure also notes the firm has no other financial-industry affiliations or private-fund management responsibilities and maintains active monitoring of client holdings (weekly across accounts and daily for certain positions), reflecting a small-client, fiduciary-focused practice.
Client services
Financial planning
Expertise
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
Not explicitly stated in brochure, but SEC Form ADV Part 1 reports hourly charges
Minimum fee: Annual fees normally range from $750 to $2,500 for 75% of clients; fees are annualized and vary case-by-case Fee-only: Annual fees typically between $750 and $2,500, based on comprehensive financial planning services
Main office location
Roger Manske
405 North Malden
Lagrange Park IL 60526, United States
Number of offices
0
Most active in
Roger Manske has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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