Maxwell King is a registered investment advisor at Rogers Financial Advisory Group, LLC, based in Greenville, SC. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 151 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rogers Financial Advisory Group manages variable annuity products through programs offered by Osaic Wealth, Inc. Fees for these programs are detailed in the program brochures provided to clients. The specific fees depend on the program selected, such as Advisor Managed Portfolios, Model Portfolios Program, or SMA/UMA Program.
Location
7 Boyce Avenue, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rogers Financial Advisory Group, LLC
Osaic Wealth, INC.Broker
State Registrations1 state
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