Advisor at Elevated Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elevated Wealth LLC
Location
Bentonville, AR
Credentials
CFP®, Series 63, Series 66
Industry experience
12 years
Jacqueline Rogers is a CFP® professional with 12 years of experience in the financial advisory industry. She is currently with Elevated Wealth LLC and has previously worked at New Wave Wealth Advisors, Arvest Wealth Management, Parsec Financial Management, and Wells Fargo Advisors. Elevated Wealth LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF evaluation, and tailored asset allocation across passive and active strategies, operating as a fiduciary and fee-only adviser.
Based on Elevated Wealth LLC
Fixed fees range from $1,500 to $10,000
Up to 1.25% annually
$250 per hour
Annual retainer fee ranging from $1,500 to $10,000, payable monthly or quarterly
Fee-only: Financial planning fees are negotiable; hourly fee $250/hour; fixed fee range $1,500-$10,000; annual retainer fee range $1,500-$10,000
Bentonville, AR
Arkansas
New Wave Wealth Advisors
2023 - Present (3 years)
Arvest Wealth Management
2021 - 2023 (2 years)
Arvest Bank
2021 - 2023 (2 years)
Arvest Wealth Management
2020 - 2021 (1 year)
Arvest Bank
2020 - 2021 (1 year)
Parsec Financial Management
2018 - 2020 (2 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
Wells Fargo Advisors, LLc
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
CFA®, Series 65
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Do Wealth Different
CFP®, Series 63, Series 65
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