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CFP
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CFP

Brittany Rogers

Sovereign Financial Group, INC.
8 Years of Experience
Colorado Springs, CO
Sells Insurance
View SEC Summary
View SEC Summary

Brittany Rogers is a CFP-designated registered investment advisor at Sovereign Financial Group, INC., based in Colorado Springs, CO, with 8 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,312 clients with $1.1B in assets under management.

Sovereign Financial Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,312 clients
Average Client Portfolio
$825K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Investment advisory fees range up to 3.00% annually based on the scope and complexity of services, asset level, and overall relationship. Sovereign imposes a minimum fee of $1,125 per quarter ($4,500 annually), which may be waived at Sovereign's discretion.

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

Location

13540 Northgate Estates Dr., Suite 100, Colorado Springs, CO, 80921

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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

Brittany is a registered agent selling life insurance products since June 2018. This activity takes a few hours per week.

Employment History
Current Registrations
Sovereign Financial Group, INC.
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Accelerated Wealth Advisors LLC
March 2018 - March 2023 · 5 yrs
State Registrations1 state
CO
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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