Roger Crook
Altura Wealth Advisors · Virginia Beach, Virginia
Roger Crook is a fee-only financial advisor at Altura Wealth Advisors in Virginia Beach, Virginia, who holds the CFP and ChFC credentials. Altura Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
- Founders
- High earners
Facts
| Firm | Altura Wealth Advisors |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $234.9M across 898 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, VA · CRD 5667037 |
| Exams passed | Series 63 (2011) · Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | alturawealth.com |
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Questions about Roger
Is Roger Crook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Altura Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Altura Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roger Crook based?
Roger Crook is based in Virginia Beach, Virginia.
What credentials does Roger Crook hold?
Roger Crook holds the CFP and ChFC credentials.
Is Roger Crook registered with the SEC?
Yes. Roger Crook is registered as an investment adviser representative in TX and VA (CRD 5667037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altura Wealth Advisors manage?
Altura Wealth Advisors reports $234.9M across 898 accounts in assets under management.
How do I contact Roger Crook?
Through Roger's website, alturawealth.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
- Altura Wealth Advisors 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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