The Dedicated Dollar is a registered investment advisor founded in 2021 and based in Fort Worth, Texas. Led by founder and principal Lacy Rogers, the firm offers personalized investment management, project-based financial planning, and ongoing comprehensive financial planning. For investment management, The Dedicated Dollar builds tailored portfolios using passive index funds and exchange-traded funds, and also offers automated online investment management through Charles Schwab. The firm covers a wide range of financial topics, including retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and employee benefits. The Dedicated Dollar operates as a fee-only firm, meaning it is compensated directly by clients through advisory fees and does not accept commissions or third-party compensation for selling financial products. The firm has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable and are prorated and paid in advance on a quarterly basis.
