# Tracy Rogers

> Tracy Rogers is a fee-only financial advisor at OLD Port Advisors in Portland, Maine. OLD Port Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** OLD Port Advisors
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $782.8M across 2,245 accounts
- **CRD:** 4178132 (https://adviserinfo.sec.gov/individual/summary/4178132)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.oldportadvisors.com

## Frequently asked questions

### Is Tracy Rogers a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and OLD Port Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tracy charge for financial advice?

Tracy's firm, OLD Port Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tracy Rogers based?

Tracy Rogers is based in Portland, Maine.

### Is Tracy Rogers registered with the SEC?

Yes. Tracy Rogers is registered as an investment adviser representative in ME and TX (CRD 4178132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OLD Port Advisors manage?

OLD Port Advisors reports $782.8M across 2,245 accounts in assets under management.

### How do I contact Tracy Rogers?

Through Tracy's website, www.oldportadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4178132): 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.