Brian Mueller is a CFP-designated registered investment advisor at Rogers Wealth Group, INC., based in Fort Worth, TX, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 408 clients with $960M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fee Estimator
Location
1330 Summit Avenue, Fort Worth, TX, 76102
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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
Brian works as a personal financial counselor at Zeiders, providing basic financial advice to military personnel. This activity takes minimal time.
Employment History
Current Registrations
Rogers Wealth Group, INC.
Previous Registrations
Mills Wealth Advisors, LLC
Bft Financial Group, LLC
Demicell Wealth Managers, INC.
State Registrations1 state
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