PlannerFees

Rogers Capital Advisors, LLC fees and pricing

Financial planner in Horseshoe Bay, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Rogers Capital Advisors, LLC charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$325/hr
“We will charge an hourly fee of $325 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Rogers Capital Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
  • “Fees are charged monthly or quarterly, in advance.”
  • “The fees shown above are annual fees and may be negotiable based upon certain circumstances.”

How Rogers Capital Advisors, LLC’s fees compare

  • Its hourly rate of $325 is above the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.

About Rogers Capital Advisors, LLC

“We provide various asset management and financial planning services. We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Business owners
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Clients
5
Employees
2
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$4,301,696
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
175500
Phone
(713) 824-5858

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