Julia Rogan
Attessa Capital · Tucson, Arizona
Julia Rogan is a fee-only financial advisor at Attessa Capital in Tucson, Arizona. Julia focuses on tax planning and estate & legacy planning. Attessa Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Attessa Capital |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $343.5M across 699 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7775216 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.attessacapital.com |
How Julia's firm compares
- Attessa Capital's average account is about $491,000, from its Form ADV (assets managed divided by 699 accounts).
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Questions about Julia
Is Julia Rogan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and Attessa Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julia charge for financial advice?
Julia's firm, Attessa Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Julia Rogan based?
Julia Rogan is based in Tucson, Arizona.
What does Julia specialize in?
Julia's specialties include tax planning and estate & legacy planning.
Is Julia Rogan registered with the SEC?
Yes. Julia Rogan is registered as an investment adviser representative in AZ (CRD 7775216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Attessa Capital manage?
Attessa Capital reports $343.5M across 699 accounts in assets under management.
How do I contact Julia Rogan?
Through Julia's website, www.attessacapital.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
- Attessa Capital 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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