Andrew Rogers
Andrew Rogers is a CFP-designated registered investment advisor at Legacy Financial Strategies, LLC, based in Overland Park, KS, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 696 clients with $950M 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 $250K | 1.75% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Legacy may have previously negotiated fee arrangements with current clients that are no longer offered to new clients. Accounts under the Legacy Next program are billed at an annual rate of up to 1.50%.
Fee Estimator
Contact
Andrew Rogers
Location
5400 Colllege Blvd., Ste. A, Overland Park, KS, 66211
Get directionsHistory
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 ActivitiesSells Insurance
Andrew is affiliated with BMG Advisors for non-variable insurance and A.D. Rogers & Associates LLC for tax and investment purposes. He also uses BMG Advisors as a DBA for his LPL business.
Employment History
Current Registrations
Legacy Financial Strategies, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
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
Additional Information
His previous experience at both a large national institution and small local planning firm inform Andrew’s approach which incorporates the benefits of each.