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David Rogers

Blueprint Financial Advisors
16 Years of Experience
Tampa, FL
Sells Insurance
View SEC Summary
View SEC Summary

David Rogers is a registered investment advisor at Blueprint Financial Advisors, based in Tampa, FL, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B in assets under management.

Blueprint Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
2,330 clients
Average Client Portfolio
$607K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $2.0M1.50%
$2M+1.25%

All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.

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

Location

100 South Ashley Drive, Suite 1140, Tampa, FL, 33626

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History

Regulatory History
Clean regulatory record

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.

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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
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
October 2022 - June 2024 · 1 yr 8 mos
Edward JonesBroker
September 2022 - June 2024 · 1 yr 9 mos
Bb&t Securities, LLC
January 2018 - May 2020 · 2 yrs 4 mos
Bb&t Securities, LLCBroker
January 2018 - May 2020 · 2 yrs 4 mos
Bb&t Investment Services, INC.
November 2017 - January 2018 · 2 mos
Bb&t Investment Services, INC.Broker
October 2017 - January 2018 · 3 mos
Cetera Investment Services LLCBroker
February 2015 - October 2017 · 2 yrs 8 mos
J.P. Morgan Securities LLC
October 2011 - May 2012 · 7 mos
J.P. Morgan Securities LLCBroker
October 2011 - July 2014 · 2 yrs 9 mos
Sanford C. Bernstein & CO., LLCBroker
September 2008 - June 2011 · 2 yrs 9 mos
Alliancebernstein L.P.
August 2008 - June 2011 · 2 yrs 10 mos
Chase Investment Services CORP.
February 2006 - May 2007 · 1 yr 3 mos
Chase Investment Services CORP.Broker
February 2006 - May 2007 · 1 yr 3 mos
Wells Fargo Investments, LLC
July 2005 - November 2005 · 4 mos
Wells Fargo Investments, LLCBroker
July 2005 - November 2005 · 4 mos
State Registrations3 states
FLILNC
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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