Gerald Rogers
Gerald Rogers is a CFP-designated registered investment advisor at Firethorn Wealth Partners, LLC, based in Augusta, GA, with 30 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 658 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Firethorn Wealth Partners offers wealth management services for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.50% to 1.25%. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.
Location
2550 Central Avenue, Augusta, GA, 30904
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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
Gerald is a managing member of Firethorn Wealth Partners/Insurance, spending nearly full-time on advisory and asset management services. He is also a registered representative with Kingswood Capital and spends about 10-20% of his time with ITrust Advisors LLC, an insurance-related business.
Employment History
Current Registrations
Firethorn Wealth Partners, LLC
Kingswood Capital Partners, LLCBroker
Kingswood Capital Partners, LLC
Previous Registrations
Wealthplan Partners
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations9 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.