Advisor at Planning Within Reach, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Planning Within Reach, LLC
Location
Virginia Beach, VA
Credentials
CFP®
Industry experience
12 years
Linda Rogers is a CFP® professional with 12 years of industry experience based in Virginia Beach, VA. She founded and has operated Planning Within Reach, LLC since 2012. Planning Within Reach provides personalized financial planning and investment management to individuals and families through fee-only, hourly, and project-based engagements. The firm employs a disciplined, long-term, passive investment strategy focused on broad diversification and low-cost index funds, serving a client base that includes single professionals, young families, pre-retirees, and retirees.
Based on Planning Within Reach, LLC
Based on Planning Within Reach, LLC
Comprehensive Financial Plan project fee: $3,000 - $6,000; Annual Review project fee: $2,500 - $5,500; Educational Seminars/Workshops fees: $500 - $3,000 per event
$0 - $1,000,000: 1.00% (minimum fee of $5,000 per year) $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% Above $5,000,000+: 0.50%
$200 per hour for hourly financial planning
Account minimum: $5,000 per year for investment management services Minimum fee: Minimum fee of $5,000 per year for investment management services Fee-only: Financial planning fees charged as fixed fees on hourly or project basis; e.g., $200/hour, $3,000-$6,000 for comprehensive financial plan, $2,500-$5,500 for annual review, $500-$3,000 per educational seminar/workshop
Virginia Beach, VA
California · Texas · Virginia
Planning Within Reach
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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