David Rogers is a CFP-designated registered investment advisor at Blueprint Financial Advisors, based in Tampa, FL, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 1,298 clients with $200M 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Assets less than $1,000,000 may be charged a quarterly minimum fee of $100. All fees are negotiable.
Fee Estimator
Location
100 South Ashley Drive, Suite 1140, Tampa, FL, 33626
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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 ActivitiesSells Insurance
David is a licensed insurance agent with Blueprint Insurance Services since June 2024, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Cetera Investment Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein L.P.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.