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Roger Whitney

Advisor at Align Financial, LLC

Updated today
Align Financial, LLC logo

Firm

Align Financial, LLC

Location

Mansfield, TX

Credentials

CFP®, Series 63, Series 65

Industry experience

34 years

About

Roger Whitney is a CFP® with 34 years of industry experience, currently serving as an advisor at Align Financial, LLC. His prior roles include positions at Strategic Financial Concepts, Fwpam, and LPL Financial. Whitney is also the owner of RP Whitney LLC, which produces educational content such as podcasts, books, courses, and community programs under the names Retirement Answer Man® and Rock Retirement Club. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm combines in-house planning with access to third-party model managers and operates multiple offices to serve a regional client base.

Client services

Based on Align Financial, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Align Financial, LLC

General retirement planning Retirement income strategy Annuities

Fee options

Fixed

Flat fee for stand-alone financial planning and retirement planning, fees up to $20,000

Other

Account minimum: $17,500 annual advisory fee Minimum fee: Annual minimum advisory fee of $17,500 for new clients Fee-only: Flat fee retirement planning fees up to $20,000; annual review fees at 75% of initial rate if within 18 months

Location

Mansfield, TX

Most active in

Texas

Work history

Align Financial, LLC

2025 - Present (1 year)

Strategic Financial Concepts

2019 - 2025 (6 years)

Fwpam

2013 - 2018 (5 years)

LPL Financial

2003 - 2016 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Founder/Business Owner Christian Faith Based
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Active portfolio management Retirement income strategy
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Colby V

Series 63, Series 65

Arlington, TX

F3 Wealth Management, LLC

Long-term care insurance Disability insurance Life insurance needs analysis
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Robert H

Series 63, Series 66

Fort Worth, TX

Helm Investment

Private / alternative investments Options & derivatives strategies
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