# Rogers Wealth Group, Inc.
Source: https://planprovider.pro/provider/rogers-wealth-group-inc

> CEFEX certification is a differentiator for Rogers Wealth Group, Inc., an RIA that has worked with retirement plans and private wealth clients since 1973. He…

Retirement Plan Advisor

Fort Worth, TX

## About Rogers Wealth Group, Inc.

<p>CEFEX certification is a differentiator for Rogers Wealth Group, Inc., an RIA that has worked with retirement plans and private wealth clients since 1973. Headquartered in Fort Worth in the Dallas–Fort Worth metro, the firm advises businesses and individuals across North Texas and beyond.</p>

<p>Rogers Wealth Group works with employers on plan design, vendor oversight, and ongoing plan governance for a range of plan types, including 401(k), 403(b), defined benefit, and other qualified and non-qualified retirement plans. The firm also supports affluent individuals, trusts, and institutions with investment and wealth management services.</p>

<p>For sponsors that want to offload fiduciary duties, Rogers Wealth Group offers 3(38) investment fiduciary services. The firm reported $1.0B in AUM as of 2026.</p>

<ul>
<li>Registered investment advisor providing <a href="/plan-advisors">plan advisory</a> and wealth management</li>
<li>Retirement plan support for 401(k), 403(b), and defined benefit plans</li>
<li>3(38) investment fiduciary services</li>
<li>CEFEX-certified fiduciary practices</li>
</ul>

Website: [https://www.rogersco.com/](https://www.rogersco.com/)

Founded: 1973

## Office Locations

- Fort Worth, TX (Headquarters)

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $960.8M

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