Roger Whitney
Advisor at Align Financial, 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.
Advisor at Align Financial, 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
Align Financial, LLC
Location
Mansfield, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
34 years
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.
Based on Align Financial, LLC
Based on Align Financial, LLC
Flat fee for stand-alone financial planning and retirement planning, fees up to $20,000
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
Mansfield, TX
Texas
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)
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