Advisor at WMX Advisors, LLC DBA Wealth Management Experience
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Firm
WMX Advisors, LLC DBA Wealth Management Experience
Location
Saint George, UT 84790
Credentials
Series 63, Series 65
Industry experience
13 years
Kody Rogers is a financial advisor with WMX Advisors, LLC doing business as Wealth Management Experience, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Advisors, Wells Fargo Clearing, CUNA Brokerage Services, and Goldenwest FCU. Rogers is also a registered Utah State Insurance Agent, licensed to recommend and sell variable life and variable annuity insurance products. WMX Advisors provides portfolio management, financial planning, and retirement plan administration services primarily for institutional and pooled accounts. The firm integrates fundamental and technical analysis to manage diversified portfolios, combining active equity strategies with passive fixed-income investments, and offers a range of fee structures including hourly planning consultations alongside asset-based management fees.
Based on WMX Advisors, LLC DBA Wealth Management Experience
Based on WMX Advisors, LLC DBA Wealth Management Experience
Fixed fees for Comprehensive Financial Plans and Annual Financial Plan Reviews (amounts negotiated for Comprehensive Plans; Annual Reviews fixed fee, typically $500)
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.10% annually $2,000,001 - $3,000,000: 0.95% annually $3,000,001+: 0.80% annually
Insurance commissions received by IA Reps for sale of insurance products, disclosed and separate from advisory fees
Separate Financial Planning Consultations charged hourly at $250/hour (non-negotiable)
Account minimum: $10,000 for individuals; $50,000 for small businesses and non-profits (minimums may be waived for select friends, family, and select non-profits) Fee-only: Advisory fees charged; no commissions for investment advisory services, but insurance commissions may be received separately by IA Reps
230 North 1680 East Bldg W 2
Saint George, UT 84790
Utah
WMX Advisors, LLC DBA Wealth Management Experience
2021 - Present (5 years)
Goldenwest FCU
2020 - 2021 (1 year)
CUNA Brokerage Services, Inc
2020 - 2021 (1 year)
Wells Fargo Clearing
2016 - 2020 (4 years)
Wells Fargo Advisors, LLC.
2012 - 2016 (4 years)
Wells Fargo Bank, nA
2009 - 2020 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Series 65
St. George, UT
Periope, LC
CFA®
Saint George, UT
Evestia Financial
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