Timothy Rodgers
Timothy Rodgers is a CFP-designated registered investment advisor at Nova R Wealth, INC., based in Overland Park, KS, with 44 years of industry experience. Timothy 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 5 more. Their firm serves 321 clients with $410M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $30.0M | 0.35% |
| $30M+ | 0.35% |
Wealth management fee is negotiable. Certain legacy accounts will have a different fee schedule.
Fee Estimator
Location
9990 College Blvd., Overland Park, KS, 66210
Get directionsHistory
Regulatory History (4)
Regulatory
November 2015Employment Separation After Allegations
July 2014Customer Dispute
October 2011Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Timothy is involved in real estate investment through EJM Industries and 9990 College Blvd LLC. He also works as an independent insurance agent selling fixed insurance and annuities, dedicating minimal time to continuing education, and serves on the board of Advent Hospital and its foundation.
Employment History
Current Registrations
Nova R Wealth, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Bingham & Company Capital Markets, INC.Broker
Underwood, Neuhaus & CO., IncorporatedBroker
Stern Brothers & CO.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Lowell H. Listrom & Company INC.Broker
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.