Lacy Rogers is a CFP-designated registered investment advisor at The Dedicated Dollar, based in Fort Worth, TX, with 11 years of industry experience. Lacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 7 more. Their firm serves 14 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fees are negotiable.
Fee Estimator
Contact
Lacy Rogers
Location
Fort Worth, TX
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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 →Employment History
Current Registrations
The Dedicated Dollar
Previous Registrations
Hilltop Securities INC.Broker
Hilltop Securities INC.
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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.
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