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FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rodgers & Associates use?","answer":"Rodgers & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.28B and Fidelity Brokerage Services LLC (Smithfield, RI), with $323M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rodgers & Associates have?","answer":"Rodgers & Associates has 9 investment adviser representatives registered with state securities authorities, out of 21 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rodgers & Associates invest in?","answer":"At the end of its last fiscal year, Rodgers & Associates’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents, 10% investment grade corporate bonds, 3% state and local bonds, 2% U.S. government and agency bonds and 1% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rodgers & Associates?","answer":"Rodgers & Associates is owned through a chain of holding companies by Kingfisher Holding, L.P., Ohcp VI Enzo Aggregator, L.P. and T-IX Kraken Co-Invest, LP. Its direct owner is Bluespring Wealth Partners, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rodgers & Associates get paid?","answer":"Rodgers & Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rodgers & Associates?","answer":"Rodgers & Associates’ main office is at 2025 Lititz Pike, Lancaster, PA 17601. Its phone number is 717-560-3800. 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