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Advisor

Alan Rohrer

Wealth Advisors Group · Fort Wayne, Indiana

Alan Rohrer is a fee-only financial advisor at Wealth Advisors Group in Fort Wayne, Indiana. Wealth Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmWealth Advisors Group
Based in Fort Wayne, Indiana
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.34B across 3,297 accounts
SEC registration Investment adviser representative in IN · CRD 8277471
Exams passedSeries 65 (2026)
Firm size17 employees
Disclosures None reported
Websitewww.wealthag.com

How Alan's firm compares

  • Wealth Advisors Group's average account is about $407,000, from its Form ADV (assets managed divided by 3,297 accounts).

What fee-only advisors charge in Indiana

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Questions about Alan

Is Alan Rohrer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Wealth Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Alan charge for financial advice?

Alan's firm, Wealth Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Alan Rohrer based?

Alan Rohrer is based in Fort Wayne, Indiana.

Is Alan Rohrer registered with the SEC?

Yes. Alan Rohrer is registered as an investment adviser representative in IN (CRD 8277471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Wealth Advisors Group manage?

Wealth Advisors Group reports $1.34B across 3,297 accounts in assets under management.

How do I contact Alan Rohrer?

Through Alan's website, www.wealthag.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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