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Chad Rogers

Merit Advisors, INC.
23 Years of Experience
Oklahoma City, OK
6 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Chad Rogers is a ChFC-designated registered investment advisor at Merit Advisors, INC., based in Oklahoma City, OK, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 96 clients with $33M in assets under management.

Merit Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
96 clients
Average Client Portfolio
$346K average
Assets Under Management
$33.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.60%
$250K - $1.0M1.20%
$1M+0.90%

Fees are negotiable based on market value, account complexity, and administration level. Family member account values may be combined to determine breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

121 NE 50th Street, Oklahoma City, OK, 73105

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2025
Final
Regulatory
June 2025
Final
Regulatory
February 2024
Final
Employment Separation After Allegations
September 2023
Regulatory
September 2017
Final
Judgment / Lien
September 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad is the CEO/President of Rogers Financial Inc. and an individual producer, selling fixed product life, disability, long-term care insurance, health insurance, and fixed annuity products; these activities each take about a quarter of his time.

Employment History
Current Registrations
Merit Advisors, INC.
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Rogers Financial INC.
October 2023 - June 2024 · 8 mos
Ifp Securities, LLCBroker
June 2022 - September 2023 · 1 yr 3 mos
Independent Financial Partners
June 2022 - September 2023 · 1 yr 3 mos
On Investment Management CO
September 2014 - June 2022 · 7 yrs 9 mos
The O.N. Equity Sales CompanyBroker
April 2013 - June 2022 · 9 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
June 2002 - September 2012 · 10 yrs 3 mos
State Registrations1 state
OK
Advisor

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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