Chad Rogers is a ChFC-designated registered investment advisor at Merit Advisors, INC., based in Oklahoma City, OK, with 22 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. Their firm serves 64 clients with $27M 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 | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Fees are negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
Fee Estimator
Location
121 NE 50th Street, Oklahoma City, OK, 73105
Get directionsHistory
Regulatory History (6)
Regulatory
July 2025Regulatory
June 2025Regulatory
February 2024Employment Separation After Allegations
September 2023Regulatory
September 2017Judgment / Lien
September 2015Other 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.
Previous Registrations
Rogers Financial INC.
Ifp Securities, LLCBroker
Independent Financial Partners
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Northwestern Mutual Investment Services, LLCBroker
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.