Advisor at Networth Asset Management, Inc.
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
Networth Asset Management, Inc.
Location
The Villages, FL
Credentials
CFP®, ChFC®, Series 63
Industry experience
54 years
Roger Hubley is a financial advisor with Networth Asset Management, Inc., holding the CFP® and ChFC® designations and over 54 years of industry experience. He has worked at Networth Asset Management since 1977 and previously at Intercarolina Financial Services, Inc. and Transitional Broker LLC. Outside of his advisory role, he serves as an officer of CarAmy, LLC, a real estate investment company. Networth Asset Management is a fee-based SEC-registered investment adviser providing discretionary portfolio management and consultation services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm manages approximately $102.9 million in assets, employing model asset-allocation portfolios tailored to client investment objectives with ongoing advice and regular portfolio monitoring.
Based on Networth Asset Management, Inc.
Based on Networth Asset Management, Inc.
$50,000 - $250,000: 1.75% $250,001 - $750,000: 1.50% $750,001+: 1.15%
Transaction-based commissions may be paid to NetWorth when certain investments or securities are purchased. Also, insurance sales commissions are received if insurance products are purchased.
Account minimum: $50,000
The Villages, FL
Florida · Minnesota · Pennsylvania
Transitional Broker LLC.
2024 - Present (2 years)
Intercarolina Financial Services, Inc.
2015 - 2024 (9 years)
Networth Asset Management, Inc.
1977 - Present (49 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
ChFC®, Series 63
The Villages, FL
Barber & Associates
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
CFP®, Series 66
Oxford, FL
Capstonewealth
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")