Jacqueline Rogers
Elevated Wealth · Bentonville, Arkansas
Jacqueline Rogers is a fee-only financial advisor at Elevated Wealth in Bentonville, Arkansas, who holds the CFP credential. Jacqueline charges a one-time planning fee.
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Who they serve
- Executives
- Physicians
- Retirees
- Early-career professionals
- Multi-generational families
- Founders
Facts
| Firm | Elevated Wealth |
|---|---|
| Based in | Bentonville, Arkansas |
| Fee model | One-time planning fee |
| Works virtually | Yes |
| Assets under management | $21.6M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR · CRD 5810015 |
| Exams passed | Series 63 (2011) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.elevatingyourwealth.com |
| Profile |
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Questions about Jacqueline
Is Jacqueline Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacqueline holds no broker registration, and Elevated Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacqueline charge for financial advice?
Jacqueline charges a one-time planning fee.
Does Jacqueline work with clients virtually?
Yes. Elevated Wealth says on its website that it works with clients remotely.
Where is Jacqueline Rogers based?
Jacqueline Rogers is based in Bentonville, Arkansas.
What credentials does Jacqueline Rogers hold?
Jacqueline Rogers holds the CFP credential.
Is Jacqueline Rogers registered with the SEC?
Yes. Jacqueline Rogers is registered as an investment adviser representative in AR (CRD 5810015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevated Wealth manage?
Elevated Wealth reports $21.6M across 95 accounts in assets under management.
How do I contact Jacqueline Rogers?
Through Jacqueline's website, www.elevatingyourwealth.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
- Elevated Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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