Ian Rodgers
Ian Rodgers is a CFP-designated registered investment advisor at Four Peaks Planning and Investments LLC, based in Gilbert, AZ, with 21 years of industry experience. Ian 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 4 more. Their firm serves 149 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are generally negotiable.
Fee Estimator
Location
1760 E Pecos Rd, Suite 347, Gilbert, AZ, 85295
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2019Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Ian is an independent licensed insurance agent, dedicating a few hours per week to this activity. He also serves as a board member for the Goodwill of Central and Northern Arizona, spending nearly full-time on this role, and owns rental property, spending minimal time on maintenance.
Employment History
Current Registrations
Four Peaks Planning and Investments LLC
Previous Registrations
M. S. Howells & CO.Broker
Msh Capital Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Edward Jones
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Vanguard Marketing CorporationBroker
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.