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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
OverviewServicesFundsQualificationsArticlesLicensesAssetsFees

Overview

Description

Practice Areas: • Portfolio management • Financial planning • Advanced planning strategies • Estate planning counsel • Retirement cash flow planning • Balance sheet and cash flow consulting Experience: Roger Whitney has over 20 years experience managing assets and counseling clients on personal financial management....Read Full Bio Roger is an Instructor of Retirement and Employee Benefits Planning, in the University of Texas Arlington’s CFP Certificate Program. Previously he developed and taught Wealth Management, a six-class program offered through the Office of Extended Education at Texas Christian University. Mr. Whitney is an avid endurance athlete. He has competed in marathon, adventure, mountain bike and triathlon races including an Ironman Education: • James Madison College, Michigan State University, 1990, B.A. International Relations Professional Affiliations: • Investment Management Consultants Association (IMCA) • Financial Planning Association (FPA) • Tarrant County Bar Association (TCBA) Certifications: • Certified Financial Planner (CFP®), through the Certified Financial Planner Board of Standards. • Certified Investment Management Consultant (CIMA®), through the Wharton School on the campus of the University of Pennsylvania. • Chartered Private Wealth Advisor (CPWA®), through the Investment Management Consultants Association • Accredited Investment Fiduciary (AIF®) through the Center for Fiduciary Studies. Read Less

Information

  • other names
    N/A
  • Other Firms
    N/A
  • doing business as
    Retirement Answer Man
  • type
    RIA

Location

512 MAIN ST STE 204
FT WORTH, TX 76102-3971
817-336-6300...See More

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
Boeing Fee Settlement Highlights the High Bar for Large Plans
BrightScope Editorial

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 5 years, 8 months Jun 2013 - Present
Whitney, Wetzel, Kuether, LLC 4 years, 4 months Feb 2009 - Jun 2013
LPL Financial LLC 15 years, 6 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

Kids are a Horrible Investment....But They're Great
Published 2014-11-06 08:32:08
Retirement Tip of the Week--How to Prepare for the Unthinkable: a House Fire
Published 2014-08-26 13:32:30
One of the Best Things You can Do for You and Your Community in 2013
Published 2013-01-02 11:50:54
Do You Have an App Addiction?
Published 2012-12-27 12:25:50
What Do You Do as the Fiscal Cliff Drama Plays Out?
Published 2012-12-21 06:56:50
With the Election Over and the Fiscal Cliff Looming, What Do You Do?
Published 2012-11-09 11:57:43
Six Things You Can Do If You Are Worried About the Economy and Markets
Published 2012-09-25 07:25:43
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
Great By Choice: How to Thrive in Uncertain Times
Published 2012-08-13 05:50:12
Markets Are Cast Adrift Without an Economic Anchor
Published 2012-07-16 13:58:46
Cash Reserves: Life's Finanical Airbag
Published 2012-07-11 10:26:13
    *Articles are published by advisors without compensation.
    Procter & Gamble Plans Competitive, But Exposure to Company Stock a Risk to Participants
    BrightScope Editorial

    Answers

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    Advisor Links

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Apr 12, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      May 31, 2017
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
    See Disclosure Details

    Assets

    Wwk Wealth Advisors

    Last updated on March 31, 2017
      • $200.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 440
        Accounts
      • $456.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Subscription Fees
    • Fixed Fees