Richard Rogers
Richard Rogers is a CFP-designated registered investment advisor at Cedar Mountain Advisors, LLC, based in Portland, OR, with 28 years of industry experience. Richard 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, High Net Worth, and 3 more. Their firm serves 877 clients with $1.1B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
1750 S Harbor Way, Suite 360, Portland, OR, 97201
Get directionsHistory
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
Richard is an insurance agent since 2009, dedicating minimal time to this activity. He is also a speaker for the Society for Financial Awareness, a non-profit educational speakers bureau, spending a few hours per week on this.
Employment History
Current Registrations
Cedar Mountain Advisors, LLC
Previous Registrations
Securities America, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wachovia Securities, LLCBroker
Wilson-Davis & CO., 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.