Rogers Wealth Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$936,782,829
Clients
411
Advisors
8
of 21 employees
About
Rogers Wealth Group, Inc. provides wealth management to high‑net‑worth individuals and institutional asset‑class investment management to a range of non‑individual clients, including retirement plans, trusts, charitable organizations, corporations and banks. The firm manages roughly $1.04 billion in client assets and delivers portfolio management and retirement plan services to both discretionary and limited‑management accounts.
RWG implements portfolios built mainly from institutional‑share mutual funds and ETFs and documents client objectives in an Investment Policy Statement developed after an initial 90‑day discovery, evaluation and implementation process. The firm emphasizes global diversification, cost control (no‑load funds, low internal expenses), avoidance of market timing or stock picking, a tilt toward small capitalization and high book‑to‑market equities, and a fixed‑income focus on high credit quality and low effective duration.
Noteworthy among peers, RWG includes banks in its client mix, a client type that is uncommon for similarly sized team advisors, and operates a retirement plan practice that uses collective investment vehicles such as the StarPath Funds. The brochure discloses that RWG serves as a sub‑advisor to those funds but allocates any sub‑advisor payments to plan accounts (or uses them to offset plan expenses) rather than retaining them, a practice intended to mitigate potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
One-time $500 account setup fee
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001 - $6,000,000: 0.60% $6,000,001 - $7,000,000: 0.50% $7,000,001 - $8,000,000: 0.40% $8,000,001 - $9,000,000: 0.30% $9,000,001 - $10,000,000: 0.25% Over $10,000,000+: 0.25%
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee for wealth management clients; $3,000 annual minimum fee for institutional clients Fee-only: Fees only; no commissions or markups received
Main office
1330 Summit Avenue
Fort Worth TX 76102
Advisors at this office
8
Most active in
Texas
Also doing business as
Institutional Consulting Group, A Division Of Rogers Capital Management, Inc. · Rogers Capital Management, Inc. · Rogers Institutional Advisory Corp. · Rogers Wealth Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Christopher M
Series 65
Fort Worth, TX
Rogers Wealth Group, Inc.
Christopher Moore is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Rogers Wealth Group, Inc. in Fort Worth, TX, since 1999. Moore is part of a six-advisor team at the firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves a unique client base that includes banking and thrift institutions.
Brian M
CFP®, Series 63, Series 66
Fort Worth, TX
Rogers Wealth Group, Inc.
Brian Mueller is a CFP® with 20 years of industry experience, currently serving at Rogers Wealth Group, Inc. since 2017. He previously worked at Mills Wealth Advisors, LLC and has provided financial counseling to military personnel through Zeiders since 2014, dedicating a portion of his time to this activity. Rogers Wealth Group offers wealth management consulting to high-net-worth individuals and institutional clients, utilizing globally diversified portfolios with an emphasis on institutional asset-class mutual funds and ETFs. The firm serves a unique client base including banking institutions and acts as a sub-advisor to collective investment funds.
Christopher M
Series 65
Fort Worth, TX
Rogers Wealth Group, Inc.
Christopher Manross is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Rogers Wealth Group, Inc., where he has worked since 2014, except for a brief period in 2022 at WP Wealth LLP. The firm provides wealth management consulting to high-net-worth individuals and institutional clients, specializing in globally diversified portfolios using institutional asset-class mutual funds and ETFs. Rogers Wealth Group also serves banking and thrift institutions and acts as a sub-advisor to collective investment funds.
Dale R
Fort Worth, TX
Rogers Wealth Group, Inc.
Dale Rogers is the CEO and sole owner of Rogers & Associates-Pension Consultants and a principal at Rogers Wealth Group, Inc., with 29 years of industry experience. He has managed Rogers Capital Management, Inc. since 1995 and performs consulting, recordkeeping, and administrative services for qualified retirement plan sponsors through his pension consulting firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans, trusts, and charitable organizations. The firm constructs diversified portfolios using institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves banking and thrift institution clients, a relatively uncommon focus for similarly sized teams.
Melissa C
Series 65
Fort Worth, TX
Rogers Wealth Group, Inc.
Melissa Childs is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation and 11 years of industry experience. She has been with Rogers Wealth Group since 1998, contributing to the firm’s advisory services. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional asset-class mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities while avoiding market timing and individual stock selection.
Dana W
Series 65
Fort Worth, TX
Rogers Wealth Group, Inc.
Dana Williams is a Series 65 licensed advisor with 11 years of experience at Rogers Wealth Group, Inc. in Fort Worth, TX, where she has worked since 2007. She is part of a six-advisor team at the firm. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with specific investment tilts and a focus on client objectives through regular performance measurement and rebalancing.
Matthew L
Series 66
Fort Worth, TX
Rogers Wealth Group, Inc.
Matthew Lankford is a financial advisor with Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Rogers Capital Management, Inc. since 2005. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, including retirement plans and charitable organizations. The firm constructs globally diversified portfolios using primarily institutional mutual funds and ETFs, emphasizing small-capitalization and high book-to-market equities, and serves a range of clients including banking institutions.
Craig R
Series 65
Fort Worth, TX
Rogers Wealth Group, Inc.
Craig Rogers is a financial advisor at Rogers Wealth Group, Inc. in Fort Worth, TX, holding a Series 65 designation with 23 years of industry experience. He has been associated with Rogers Capital Management, Inc. since 1995. Rogers Wealth Group provides wealth management consulting to high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes globally diversified portfolios using institutional asset-class mutual funds and ETFs, with a focus on small-capitalization and high book-to-market equities, and serves unique client types including banking and thrift institutions.
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