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Rogers Consulting Associates, Inc.

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Client assets under management

$22,529,500

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Clients

10

70% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

5

Very Low

Average account size

$2,252,950

About

Rogers Consulting Associates provides investment advisory, asset management, and financial planning services to individuals, high‑net‑worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm also serves as investment adviser to a private investment vehicle (R&A Investment Strategies, L.P.) and offers insurance recommendations through its licensed insurance agency.

Advisory services are delivered on a tailored, primarily discretionary basis and draw on a mix of analytical methods (including fundamental and technical analysis) and strategies such as long‑ and short‑term positions, options and margin transactions. For the private fund, the firm adheres to the investment strategy and restrictions set forth in the fund’s offering memorandum and treats pooled vehicle management as a distinct client service.

The firm’s structure is notable for combining private fund sponsorship and pooled‑vehicle management with an affiliated accounting practice, where its principals hold CPA credentials and may refer tax or accounting clients between entities. Rogers Consulting Associates is also a licensed insurance agency and, because a firm principal is the general partner of the private fund, the firm is deemed to have custody of the fund’s assets—operational and regulatory arrangements that are less common among similarly sized supported advisers.

Client services

Financial planning Portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

1.25% annually

Commissions

Commissions may be received from insurance product recommendations, paid directly from insurance companies

Project-based

$250 to $300 per hour for financial planning services

Other

Account minimum: $2,000,000 Fee-only: Hourly fees for financial planning services range from $250 to $300 per hour; minimum fee generally charged for financial planning is $5,000

Main office location

Rogers Consulting Associates, Inc.

121 Hunter Ave, Suite 100

St. Louis MO 63124, United States

Number of offices

1

Most active in

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Missouri

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure

Quick links

314-721-4443

Advisors at this firm

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Sally R

Series 66

St. Louis, MO

Rogers Consulting Associates, Inc.

Sally Rogers is a financial advisor with Rogers Consulting Associates, Inc. in St. Louis, MO, holding a Series 66 designation and six years of industry experience. She has been with Rogers Consulting Associates since 2012 and is also a shareholder and director at Rogers & Associates P.C., a CPA firm where she has worked for over 15 years. Rogers Consulting Associates provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, and certain pooled vehicles. The firm offers tailored portfolio management, written financial plans, and insurance recommendations, managing approximately $75 million in client assets.

Founder/Business Owner
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Krista R

PFS™, Series 66

St. Louis, MO

Rogers Consulting Associates, Inc.

Krista Rogers is a financial advisor with Rogers Consulting Associates, Inc. in St. Louis, MO, holding the PFS™ and Series 66 designations and bringing 13 years of industry experience. She also serves as director and treasurer of Rogers and Associates PC, a public accounting firm where she provides financial planning, tax preparation, accounting, and senior management services. Rogers Consulting Associates provides investment advisory and financial planning services primarily to individual and high-net-worth clients, trusts, estates, and certain pooled vehicles. The firm offers discretionary portfolio management and written financial plans tailored to client needs, managing approximately $75 million in client assets.

Founder/Business Owner
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