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CFP
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CFP

David Rodgers

Tlg Advisors, INC.
31 Years of Experience
Brentwood, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Rodgers is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Brentwood, TN, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

100 Winners Circle,, Suite 410, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David leads the fixed life and annuity division for HighStreet Partners' property casualty branch, dedicating nearly full-time hours to this insurance business. He is also an IAR Rep with TLG Advisors, Inc., spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
Tlg Advisors, INC.
December 2019 - Present · 6 yrs 10 mos
The Leaders Group, INC.Broker
March 2019 - Present · 7 yrs 7 mos
The Leaders Group, INC.
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Nationwide Securities, LLC
April 2010 - January 2019 · 8 yrs 9 mos
Nationwide Securities, LLCBroker
April 2010 - January 2019 · 8 yrs 9 mos
Hornor, Townsend & Kent, INC.
April 1999 - April 2010 · 11 yrs
Hornor, Townsend & Kent, INC.Broker
December 1997 - April 2010 · 12 yrs 4 mos
Edward D. Jones & CO., L.P.Broker
November 1994 - December 1997 · 3 yrs 1 mo
State Registrations6 states
ARKYMSNCTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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