Roger Wilson
Roger Wilson is a CFP-designated registered investment advisor at Wj Wealth Management, based in Glendale, AZ, with 40 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 918 clients with $260M 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 $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K+ | 1.00% |
Maximum fee schedule. WJ Wealth Management representatives may negotiate a fee up to the maximum fee listed above.
Fee Estimator
Location
18275 North 59th Avenue, B-112, Glendale, AZ, 85308
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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 →Other Business ActivitiesSells Insurance
Roger owns Wilson Real Estate Investments, an LLC for owning an office complex, spending minimal time on it. He also operates under the DBAs Wilson & Jones Wealth Management (non-variable insurance) and WJ Wealth Management (registered investment advisor), dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Wj Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
First American National Securities, INC.Broker
State Registrations33 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.