Click here to watch Episode 9, “Is a Financial Advisor Worth the Fee?” on YouTube.
What if the greatest value of working with a financial advisor has little to do with picking the right investments?
In the latest episode of The Rogé Standard, Steven Rogé, CFP®, and Christopher M. Kehoe, CFA®, explore what investors actually get when they work with a financial advisor. Using Russell Investments’ 2026 “Value of an Advisor” study, they examine four areas where professional guidance can make a difference: asset allocation, behavioral coaching, personalized wealth planning, and tax-smart investing.
The study estimates 4.92% in potential annual value from these combined services, but the largest component may surprise you. They also discuss something that’s much harder to quantify: the peace of mind that comes from having a plan, a sounding board, and someone looking out for your financial well-being.
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R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
