Stacey Rognon
Stacey Rognon is a registered investment advisor at Westpark Wealth Advisors, INC., based in Houston, TX, with 25 years of industry experience. Stacey 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. Their firm serves 700 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westpark Wealth Advisors' investment advisory services are offered for a percentage of the value of your portfolio. The annual fee ranges from 0.0% to 2.00%, but each advisor representative has different fee schedules, so fees vary. These fees are negotiable.
Location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
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Regulatory History (1)
Customer Dispute
June 2016Employment History
Current Registrations
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
Ims Securities, Inc.dba Ims Financial Advisors, INC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 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.