Roger Potter
Balanced Wealth Group · Westlake, Ohio
Roger Potter is a fee-only financial advisor at Balanced Wealth Group in Westlake, Ohio. Balanced Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Balanced Wealth Group |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $494.1M across 1,588 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4548188 |
| Exams passed | Series 66 (2005) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403 |
How Roger's firm compares
- Balanced Wealth Group's average account is about $311,000, from its Form ADV (assets managed divided by 1,588 accounts).
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Questions about Roger
Is Roger Potter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Balanced Wealth Group 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, Balanced Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roger Potter based?
Roger Potter is based in Westlake, Ohio.
Is Roger Potter registered with the SEC?
Yes. Roger Potter is registered as an investment adviser representative in OH (CRD 4548188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balanced Wealth Group manage?
Balanced Wealth Group reports $494.1M across 1,588 accounts in assets under management.
How do I contact Roger Potter?
Through Roger's website, podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403.
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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