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Lacy Rogers

Advisor at The Dedicated Dollar

Updated today
The Dedicated Dollar logo

Firm

The Dedicated Dollar

Location

Fort Worth, TX

Credentials

CFP®, Series 66

Industry experience

11 years

About

Lacy Rogers is a CFP® professional with 11 years of industry experience currently serving as the sole advisor at The Dedicated Dollar in Fort Worth, TX. Her prior roles include positions at Hilltop Securities Inc. and Morgan Stanley. The Dedicated Dollar provides investment management and financial planning services to individual and high-net-worth clients, including business owners. The firm utilizes a Modern Portfolio Theory-based approach with primarily passive portfolios and automated model platforms, offering project-based, hourly, and ongoing comprehensive planning engagements.

Client services

Based on The Dedicated Dollar

Financial planning Portfolio management Selection of other advisers

Expertise

Based on The Dedicated Dollar

Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations

Fee options

Fixed

Upfront charge of $4,500 for ongoing comprehensive financial planning

Percentage

1.00% annually

Project-based

$450 per hour

Subscriptions

$450 per month for ongoing comprehensive financial planning

Location

Fort Worth, TX

Most active in

Texas

Work history

The Dedicated Dollar

2021 - Present (5 years)

HIlltop Securities Inc.

2017 - Present (9 years)

Morgan Stanley

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

Freeman Global Investment Counsel

Active portfolio management Concentrated stock management Private / alternative investments
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Matthew B

Series 63, Series 65

Aledo, TX

Harvest Capital Management

Annuities
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Ryan M

CFP®, Series 66

Fort Worth, TX

Impact Wealth Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Cash flow / budgeting
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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Alphonsus P

Series 63, Series 65

Bedford, TX

Corporate & Institutional Services, LLC

Retired Founder/Business Owner
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