Roger Irvin Bair Iii
CFP®, CIMA®Professional Summary
Roger Irvin Bair III, CFP®, CIMA®, who also goes by Chip Bair, is a registered financial advisor currently at FINANCIAL CONSULATE located in Gettysburg, Pennsylvania. Roger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Roger has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Business Services
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
Biography
@import url(<a href="http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);">http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Roger is the Director of Retirement Plan Services at the Financial Consulate bringing over twenty years of experience in the financial services industry. He is a Certified Financial Planner™ (CFP®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA®), and a member of the National Association of Personal Financial Advisors. He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore.After serving as a...
Other Aliases
Chip Bair
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
Contact Information
Main Address
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031Phone Number
(410) 823-7283# of Employees
25SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,375AUM (Assets Under Management)
$1,095,865,304Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
| 07/29/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
State Registrations and Notice Filings
(4/6/2011)
(4/6/2011)
(8/18/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Roger Irvin Bair III's CRS (Customer Relationship Summary).
Services Offered by Roger
- Business Services
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
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