Roger Sample
Sample Financial Advisers · Fort Collins, Colorado
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.
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Facts
| Firm | Sample Financial Advisers |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.1M across 107 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6234906 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Roger's firm compares
- Sample Financial Advisers's average account is about $197,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Roger
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.
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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