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Roger P. Whitney, CFP®, CIMA®, CPWA®, AIF®

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Roger P. Whitney, CFP®, CIMA®, CPWA®, AIF®

Helping You Dream, Plan and Live Your Ideal Retirement

WWK Wealth Advisors

FT WORTH

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fwpam 3 years, 9 months Jun 2013 - Present
Whitney Wetzel & Kuether, L.L.C. 4 years, 4 months Feb 2009 - Jun 2013
LPL Financial LLC 13 years, 7 months Aug 2003 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Investment Management Analyst
    Designation
    Certified Investment Management Analyst
    This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Articles and Answers

Insights by Roger Whitney

Do You Have an App Addiction?
Published 2012-12-27 12:25:50
Managing Your Financial Life
Published 2012-09-20 11:18:54
LPL Conference Impressions
Published 2012-08-23 08:47:11
LPL Financial's Annual Conference
Published 2012-08-23 08:45:39
Cash Reserves: Life's Finanical Airbag
Published 2012-07-11 10:26:13
    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 28, 2016
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 28, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    WWK Wealth Advisors

    Last updated on March 2, 2016
      • $166.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 854
        Accounts
      • $194.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees