# Roger Sample

> Roger Sample is a fee-only financial advisor at Sample Financial Advisers in Fort Collins, Colorado. Sample Financial Advisers reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/roger-sample/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sample Financial Advisers
- **Based in:** Fort Collins, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $21.1M across 107 accounts
- **CRD:** 6234906 (https://adviserinfo.sec.gov/individual/summary/6234906)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Roger Sample a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Sample Financial Advisers 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, Sample Financial Advisers, reports charging a percentage of assets on its SEC Form ADV.

### Where is Roger Sample based?

Roger Sample is based in Fort Collins, Colorado.

### Is Roger Sample registered with the SEC?

Yes. Roger Sample is registered as an investment adviser representative in CO and TX (CRD 6234906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sample Financial Advisers manage?

Sample Financial Advisers reports $21.1M across 107 accounts in assets under management.

### How do I contact Roger Sample?

Contact details aren't on file yet. Search for Sample Financial Advisers.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6234906): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.