ROGERS WEALTH GROUP, INC.
SEC RegisteredWelcome to Rogers Wealth Group
About the firm
Rogers Wealth Group is a financial advisory firm based in Fort Worth, Texas, offering retirement plans and wealth management services to employers, retirement plan participants, sponsors, and individual investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement plans and wealth management.
Who they serve
Employers looking for retirement plans, retirement plan participants and sponsors, and individual investors looking for wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 197 | $537M |
| High Net Worth Individuals | 214 | $400M |
| Investment Companies | 1 | — |
| Charitable Organizations | 2 | $2.1M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROGERS WEALTH GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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