Lacy Rogers
The Dedicated Dollar, LLC · Fort Worth, Texas
Lacy Rogers is a fee-only financial advisor at The Dedicated Dollar, LLC in Fort Worth, Texas, who holds the CFP credential. The Dedicated Dollar, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Lacy →
Facts
| Firm | The Dedicated Dollar, LLC |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $4.0M across 72 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6226402 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thededicateddollar.com |
| Profile |
How Lacy's firm compares
- The Dedicated Dollar, LLC's average account is about $56,000, from its Form ADV (assets managed divided by 72 accounts).
Request an introduction to Lacy
Tell Lacy a little about what you're looking for. Lacy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lacy
Is Lacy Rogers a fee-only financial advisor?
Yes. Lacy Rogers is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lacy's firm.
How does Lacy charge for financial advice?
Lacy's firm, The Dedicated Dollar, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lacy Rogers based?
Lacy Rogers is based in Fort Worth, Texas.
What credentials does Lacy Rogers hold?
Lacy Rogers holds the CFP credential.
Is Lacy Rogers registered with the SEC?
Yes. Lacy Rogers is registered as an investment adviser representative in TX (CRD 6226402), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does The Dedicated Dollar, LLC manage?
The Dedicated Dollar, LLC reports $4.0M across 72 accounts in assets under management.
How do I contact Lacy Rogers?
Through Lacy's website, thededicateddollar.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- The Dedicated Dollar, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.