Donald Rodgers
Donald Rodgers is a CFP-designated registered investment advisor at Adamsbrown Wealth Consultants LLC, based in Little Rock, AR, with 33 years of industry experience. Donald 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 1,943 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdamsBrown's wealth management fees are based on the value of your investments and range from 0.50% to 1.525% per year, paid quarterly. The exact fee depends on the complexity of your situation, whether you use financial planning services, the amount of assets managed, and your overall relationship with AdamsBrown. Fees may be negotiable.
Location
10809 Executive Center Drive, Suite 111, Little Rock, AR, 72211
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Donald works as an independent insurance agent, focusing on sales and service of insurance policies. This activity requires minimal time.
Employment History
Current Registrations
Adamsbrown Wealth Consultants LLC
Previous Registrations
Adamsbrown Wealth Consultants LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sii Investments, INC.Broker
Wellstone Securities, LLCBroker
Hartford Equity Sales Company INC.Broker
Delta Trust Investments, INC.Broker
Hornor, Townsend & Kent, INC.Broker
1717 Capital Management CompanyBroker
Stephens INC.Broker
Nylife Securities INC.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.