Personalized
Advice
At Rogue, we provide fully transparent, fee-only fiduciary services with no commissions or quotas to distract us from helping you reach your goals. We optimize your financial life through comprehensive financial planning and investment management.
STRATEGIC
Investments
We strive to make the financial planning and investing process as simple and stress free as possible, delivering peace of mind through data-backed advice, prudent investments, and the transparency of our structure.
Professional
Guidance
Optimizing your finances is easy with the help of a professional. Our hand-crafted model portfolios give you personalized and intelligent asset allocation no matter your risk tolerance, life-stage, or investment goals.
About US
Rogue Advisors is a uniquely designed, fee-only Financial Advisor firm located near the famous Rogue River in Grants Pass, Oregon. We facilitate financial success in our clients through comprehensive financial planning and investment management.
At Rogue. we help you achieve true success by first understanding your goals and values. Our emphasis is counsel, and we have the autonomy to provide financial methods and personal assistance based on each individual’s goals, dreams and challenges. Even if you already have a financial representative, prudent leaders value an objective review of their investment goals, strategies and the firm that runs them.
Our mission to help clients do the most with their money. Creating and maintaining generational wealth takes time and expertise in all areas of finance, with our guidance clients can reach financial independence with ease. We use data-backed modeling and real world expertise to ensure your investment strategy is optimized for you.
Rogue Advisors, LLC is a Registered Investment Adviser licensed in the State of Oregon. Prior to any advisory work conducted outside Oregon, Rogue Advisors, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to registration in the state where the prospective client resides.*
*There are exemptions in most states that allow us to provide service to a “de minimis” number of clients from states other than Oregon.
OUr Process
Define Your Goals
At Rogue, we help you achieve true success by first understanding your goals and values. Our emphasis is on counsel and we have the autonomy to provide financial methods and personal assistance based on each individuals goals, dreams, or challenges. The next step will be to develop a plan
Develop a Plan
Developing a financial plan is the most complex and confusing part of any individuals life. From personalized tax and investment strategies, to estate and family planning needs we have you covered. We are partnered with RightCapital, the premier wholistic financial planning software in the industry.
Take Action!
Our mission is to help clients do the most with their money. Creating and maintaining wealth takes time and expertise in all areas of finance, with our fiduciary guidance you can financial independence with ease. We utilize data-backed modeling and real world expertise to ensure your strategy is optimized for your specific needs.
Ready To Take Control of Your Future?
Start with a financial plan
RETIREES
By maximizing income and reducing tax burden we help retirees to focus on the things that are most important
WHO WE SERVE
Business Owners
Business owners often need help planning around expenses and income in a tax efficient manner,
we're here to help
Families
Ready to set your family up for success? Our family planning includes all aspects of investing for generations to come
Our Mission
Our mission is to genuinely enrich the opportunity for people to realize their financial legacy. Our loyalty is to our clients and our biggest commitment is to help you succeed. Therefore, our structure is transparent, independent and accountable. We strive to help the people of Grants Pass as the premier financial advisor and planner.
We believe in the transparency and the benefits of being an independent and “fee-only” Registered Investment Adviser (“RIA”). An RIA is a fiduciary to their advisory clients. Seeking out a financial advisor who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product-focused salespeople. Because a fiduciary is required, by law, to give full disclosure of how they are paid as well as any conflicts of interest they may have, before you do business with them, you as the consumer are in a better position to make an informed decision
Our MISSION IS Clear;
Your Success is our Ambition.
Book a Consultation With Rogue Advisors
Schedule a meeting with an advisor today!
Services
Personalized Advice
Get to know you and identify your individual needs and financial goals
In-depth
Analysis
Analyze and recommend strategies for your investment goals
Strategic Planning
Work with you to implement strategic actions on the goals you want to achieve
Continued Relationships
Provide ongoing financial advice, management, and evaluation of plan and progress
Financial
Planning
Financial Planning can be comprehensive or modular, Business or Personal. Recognized goals may include funding Retirement or Education, Legacy planning for estate and wealth creation, preservation and transfer or Investment Management review. Analysis of current client factors and needs allows us to map recommendations, and tailor your strategy to realize personal and financial goals.
Asset
Management
We build, manage and monitor our customized portfolios which are designed to the parameters or your situation. Your assets are maintained within an account such as IRA, 401(k), 529 savings plan, or other according to your individual or business plan and investment strategy. Employing the benefits of asset allocation within well diversified portfolios, we seek investment performance via cost and risk management.
Retirement Plan Analysis: Business or Personal
A comprehensive and diagnostic review of your existing retirement plan offering insights and market comparisons of fees, expenses, investment allocation, performance and plan design. This objective, benchmark analysis offers a solid foundation to make informed decisions.
Tax & Estate
Planning
Tax and estate considerations are a part of your investment design. We prefer to work alongside with your accountant and attorney in coordinating your investment goals to ensure all understand the strategies you are pursuing.
Special Project
Consultation
Have something really outside of the box? A special circumstance or project you’d like some help with? We’re numbers guys, and like a good challenge. Run your ideas by us, we’d be happy to take a look at it, crunch some numbers, offer advice- you tell us what it is and what you’d like to figure out.
FAQs
(1) Independence-we have no other commitments than to help you succeed
(2) Fiduciary Oath & Philosophy-a binding promise to be your advocate foremost
(3) Efficiency of our business model-managing investment risk and expenses are our first concerns
We are an independent Financial Advisor in Grants Pass and southern Oregon
We work with clients of all kinds-individuals, families, corporations. However, we have specialized knowledge in working with business owners and professionals, particularly those who sponsor qualified retirement plans.
We work as a Grants Pass financial advisor
Grants Pass Financial Advisor
No, Rogue Advisors LLC does not take custody of client assets or cash. We work with select custodians and trust companies to provide custodial, clearing and execution services. The only funds we receive are from clients for management fees that we earn.
Rogue Advisors LLC provides the same level of sophistication and safeguards as the big guys, but without the conflicts of interest that are widespread in the financial industry.
A person who is a State Investment Adviser, or an Investment Adviser Representative for a State Investment Adviser, is a fiduciary and has a duty to act primarily for the benefit of the Adviser’s clients.
Stocks, bonds, mutual funds and cash equivalents like CDs and Treasuries. We primarily use index mutual funds, Exchange-Traded Funds (ETFs), closed-end mutual funds and some no-load, actively managed mutual funds. We design and implement customized investment portfolios, which we call Model Portfolios or Model Folios.
We do not share any personal, private, or non-public information with anyone except as required by law. The firm adheres to an Identity Theft Detection, Prevention and Mitigation Policy. The Privacy Policy is provided upon client engagement to our services, is distributed annually, and is available any time upon request. Our recommended custodians and technology partners are equally committed to maintaining this confidentiality.
We charge fees for the advice and management that we provide clients-not for transactions.
There are a couple types of fees that we may charge and the situation determines the most appropriate method. Project or hourly based fees are generally used for planning or consulting services. An asset-based fee is generally used for investment management services, and this is calculated as a percent of assets under management and is billed quarterly in arrears. We charge fees on Assets around 1% but can vary depending on account size.
Your agreement with Rogue Advisors LLC is at will and you have the freedom to discontinue our relationship at any time. We charge no exit fees.
Financial planning and investment management and education.
Rogue Advisors, LLC is a Registered Investment Adviser licensed in the State of Oregon, Financial Advisor Grants Pass . You’re welcome to recommend your friends and family wherever they may live. Prior to providing any advisory work outside of Oregon, Rogue Advisors, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to registration in the state where the prospective client resides.*
*There are exemptions in most states that allow us to provide service to a “de minimis” number of clients from states other than Oregon.
We begin by establishing your concerns, goals and timeline, and we mutually decide if our services are a good match. This initial meeting is offered at no cost, or obligation by you, and can be made by a method and time convenient to you. Give us a call, email, or stop by our office. We are a local financial advisor grants pass
Appointments are scheduled based on availability and generally during regular business hours Monday through Friday. We want to be accessible to our clients so we are flexible to accommodate after hours appointments, and special needs or emergency situations as needed.
