Furthermore, their fees are at the premium end of the RIA spectrum (approximately 1.25% on the first $5M), making them inaccessible to the mass market—a fact Ryan acknowledges is a problem they are trying to solve via an upcoming app. As of 2025, the firm manages roughly $2.3 billion in AUM. They are currently developing a certification program called "The Empathetic Fiduciary," aimed at teaching CPA firms and trust attorneys how to incorporate behavioral coaching into technical planning.

Ryan focuses on "money scripts"—the unconscious beliefs about wealth inherited from parents and culture. She uses cognitive reframing techniques to help clients overcome "scarcity loops" (fear of spending even when wealthy) or "entitlement bleed" (spending future earnings today). Part 2: The Formation of a Partnership Rogers and Ryan met at a fintech conference in Austin, Texas, in 2015. The story goes that Rogers was critiquing a risk model's lack of historical volatility data, while Ryan was critiquing the audience's lack of emotional engagement. They realized they were solving two halves of the same problem.

In a volatile world, they offer a rare commodity: not just returns, but resolution —the peace of mind that comes when the math finally makes sense with the soul. Disclaimer: This article is a detailed, hypothetical profile based on common archetypes in the financial planning industry. Any resemblance to real persons is coincidental, as "Jane Rogers" and "Jessica Ryan" are composite or fictional examples for illustrative purposes.

This article explores their backgrounds, the chemistry of their partnership, and the innovative methodologies that have made them sought-after voices in the world of fiduciary finance. Jane Rogers: The Data-Driven Strategist Before she became a financial advisor, Jane Rogers was a forensic accountant. A graduate of the University of Chicago Booth School of Business, Rogers spent nearly a decade tracing fraudulent transactions and corporate waste. This background instilled in her a nearly obsessive attention to detail and a deep-seated distrust of financial jargon used to obscure reality.

In 2017, they launched their firm based on a simple premise: A plan that ignores human nature will fail, and a feeling without a spreadsheet is just a wish.