Michael Rogers
Advisor at Potomac
Updated today
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.
About
Michael Rogers is a financial advisor at Potomac with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Arbor Court Capital, True North Wealth Strategies, Flexible Plan Investments, Vita Advisory Solutions, and PGR Solutions. Rogers also serves as Director of External Sales for Potomac Fund Management. Potomac provides discretionary portfolio management and model-portfolio services to individual investors, pensions, trusts, corporations, and other advisers. The firm employs tactical asset allocation through affiliated mutual funds and model strategies, supported by a proprietary risk-scoring tool called Guardrails, managing approximately $2.4 billion in discretionary assets across a multi-advisor team.
Fee options
$0 - $100,000: 0.40% $100,000 - $500,000: 0.32% $500,000 - $1,000,000: 0.28% $1,000,000+: 0.20%
Account minimum: $20,000
Location
Texarkana, TX
Most active in
Michael R has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Arbor Court Capital, LLC
2025 - 2025 (1 year)
Potomac Fund Management
2022 - Present (4 years)
True North Wealth Strategies, LLC
2022 - 2022 (1 year)
Flexible Plan Investments, Ltd.
2020 - 2022 (2 years)
True North Wealth Strategies, LLC
2020 - 2020 (1 year)
Vita Advisory Solutions
2019 - 2020 (1 year)
PGR Solutions
2016 - 2019 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Kevin L
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Alexander L
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
Christopher R
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Harry G
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Garo P
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
Kathleen M
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")