Kody Rogers
Kody Rogers is a registered investment advisor at Wmx Advisors, LLC DBA Wealth Management Experience, based in Saint George, UT, with 13 years of industry experience. Kody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
WMX Advisors does not negotiate its management fee, but does offer discounts to select friends, employees, & family.
Fee Estimator
Location
230 North 1680 East Bldg W-2, Saint George, UT, 84790
Get directionsHistory
Regulatory History (1)
Regulatory
November 2024Other Business ActivitiesSells Insurance
Kody is a registered Utah State Insurance Agent, selling variable life and variable annuity products, dedicating about 10-20% of his time to this activity. He may recommend and sell insurance products to clients as an independent agent.
Employment History
Current Registrations
Wmx Advisors, LLC DBA Wealth Management Experience
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing 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.