Tracy Rogers
OLD Port Advisors · Portland, Maine
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.
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Facts
| Firm | OLD Port Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $782.8M across 2,245 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 4178132 |
| Exams passed | Series 66 (2000) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.oldportadvisors.com |
How Tracy's firm compares
- OLD Port Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 2,245 accounts).
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Questions about Tracy
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.
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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