Roger Gaddis
Roger Gaddis is a CFP-designated registered investment advisor at Gaddis Premier Wealth Advisors LLC, based in Durant, OK, with 38 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,315 clients with $310M 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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
202 W Main, Durant, OK, 74701
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2019Customer Dispute
November 2008Other Business Activities
Roger is involved in numerous business activities, primarily related to real estate, including rentals, land, and billboard advertising. He also holds a board position at Union Mutual Insurance Co.
Employment History
Current Registrations
Gaddis Premier Wealth Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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.