Diana Rogers is a registered investment advisor at Trutoro, based in Darby, MT, with 27 years of industry experience. Diana 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, Insurance Planning, and 3 more. Their firm serves 806 clients with $130M 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 $49K | 2.00% |
| $49K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable within each tier.
Fee Estimator
Location
Darby, MT
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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 Activities
Diana is the owner of Rogers Financial Services, a support company/DBA, since 2013. The business name is used only for checking account and income tax filing purposes, requiring minimal time.
Employment History
Current Registrations
Trutoro
Trutoro
TrutoroBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
First Financial Brokerage Services, INC.Broker
State Registrations2 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.