CRD: 165383
Planning Within Reach, LLC
$7.2M Total AUM
$7.2M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
-- Virginia Beach VA
About Planning Within Reach, LLC
Planning Within Reach (PWR) is a Virginia Beach–based, fee-only fiduciary RIA serving clients nationwide via a virtual model. Led by Linda Rogers, CFP®, EA, the firm delivers one-time comprehensive financial plans and ongoing investment management paired with planning, with an emphasis on impact investing and practical tax/retirement strategies. Uses Altruist as a primary custodian.
Team overview
41 AVG AGE
$7.2M AVG AUM / ADVISOR
$94.6K AVG AUM / CLIENT
13.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
LINDA V ROGERS
Advisor, Owner
- CRD
- #5532846
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,190,081 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,190,081 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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