Adam Rogers
Marble Wealth · Montgomery, Alabama
Adam Rogers is a fee-only financial advisor at Marble Wealth in Montgomery, Alabama, who holds the CFA credential. Marble Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marble Wealth |
|---|---|
| Based in | Montgomery, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.05B across 1,077 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AL · CRD 7615821 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | marblewealth.com |
| Profile |
How Adam's firm compares
- Marble Wealth's average account is about $970,000, from its Form ADV (assets managed divided by 1,077 accounts).
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Questions about Adam
Is Adam Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Marble Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Marble Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Adam Rogers based?
Adam Rogers is based in Montgomery, Alabama.
What credentials does Adam Rogers hold?
Adam Rogers holds the CFA credential.
Is Adam Rogers registered with the SEC?
Yes. Adam Rogers is registered as an investment adviser representative in AL (CRD 7615821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marble Wealth manage?
Marble Wealth reports $1.05B across 1,077 accounts in assets under management.
How do I contact Adam Rogers?
Through Adam's website, marblewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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