Roger Asel
Roger Asel is a CFP-designated registered investment advisor at Certified Financial Strategies Corporation, based in Dallas, TX, with 20 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 163 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Contact
Roger Asel
Location
12700 Hillcrest Rd., Ste. 210, Dallas, TX, 75230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roger provides tax preparation, small business consulting, and accounting services through CFS since January 2025. This takes about 10-20% of his time.
Employment History
Current Registrations
Certified Financial Strategies Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams