Fee-only adviser · Bethlehem, PA
Rowan Financial LLC
Rowan Financial LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with a mailing address in Bethlehem, Pennsylvania (its office is a private residence, so the street address is not published). On its latest Form ADV, filed June 26, 2026, it reports $26M in regulatory assets under management, 44 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 146650 |
| Office | Bethlehem, PA (mailing address; office not published) |
| Phone | (610) 615-0600 |
| Website | www.rowanfinancial.com |
| Regulatory assets under management | $26M ($24M discretionary) |
| Individual clients | 38 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bethlehem
- O'Hagan Group, Inc. $1.2B
- Liberty Square Wealth Partners LLC $568M
- Tiller Private Wealth, Inc. $730M
- Keyvantage Wealth Advisors $339M
- Valence Financial Not reported
See all 6 fee-only advisers in Bethlehem →
Nearby
- Center Valley 4 firms
- Nazareth 1 firm
- Allentown 5 firms
- Orefield 1 firm
- Macungie 1 firm
- Alpha 1 firm
- Mertztown 1 firm
- Perkasie 1 firm
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