Rogers Wealth Group, Inc., a local investment advisory firm based out of Fort Worth, TX, is dedicated to providing comprehensive financial services to its clients. With over 270 individual clients and an impressive $876,332,000 in assets under management, the firm has established itself as a trusted partner in wealth management.
At the core of their success is their extensive experience in managing employer 401Ks and individual portfolios, with these two segments accounting for approximately half of their assets under management. The firm's expertise in this space ensures that clients receive tailored investment strategies that a...
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Assets Under Mgmt
$876.33M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.