Jacqueline Rogers is a CFP-designated registered investment advisor at Elevated Wealth LLC, based in Bentonville, AR, with 12 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 60 clients with $22M 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 | 1.25% |
Fees are negotiable and up to 1.25% annually. Billed monthly in advance. Financial planning fees may be waived if clients engage asset management services.
Fee Estimator
Location
Bentonville, AR
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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 →Employment History
Current Registrations
Elevated Wealth LLC
Previous Registrations
New Wave Wealth Advisors
Arvest Wealth ManagementBroker
Arvest Wealth Management
Parsec Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Vanguard Marketing CorporationBroker
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.
Exams
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