# Linda Rogers

> Linda Rogers is a fee-only financial advisor at Planning Within Reach in Virginia Beach, Virginia, who holds the CFP, EA and MSBA credentials. Linda charges a percentage of assets and a one-time planning fee (one-time plans from $3,000) and focuses on equity compensation, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/linda-rogers/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Planning Within Reach
- **Based in:** Virginia Beach, Virginia
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $3,000
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $7.2M across 26 accounts
- **Credentials:** CFP, EA, MSBA
- **Specialties:** Equity compensation, Retirement planning, Small business owners, Tax planning, Estate & legacy planning
- **Works with:** High earners, Pre-retirees, Founders, Tech employees
- **CRD:** 5532846 (https://adviserinfo.sec.gov/individual/summary/5532846)
- **SEC registration:** Investment adviser representative in CA, TX, VA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://planningwithinreach.com

## Frequently asked questions

### Is Linda Rogers a fee-only financial advisor?

Yes. Linda Rogers is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Linda's firm.

### How does Linda charge for financial advice?

Linda charges a percentage of assets and a one-time planning fee.

### How much does Linda charge?

According to Planning Within Reach's website, checked October 28, 2026: one-time plans from $3,000.

### Does Linda work with clients virtually?

Yes. Planning Within Reach says on its website that it works with clients remotely.

### Where is Linda Rogers based?

Linda Rogers is based in Virginia Beach, Virginia.

### What does Linda specialize in?

Linda's specialties include equity compensation, retirement planning, small business owners, tax planning and estate & legacy planning. Linda works with high earners, pre-retirees, founders and tech employees.

### What credentials does Linda Rogers hold?

Linda Rogers holds the CFP, EA and MSBA credentials.

### Is Linda Rogers registered with the SEC?

Yes. Linda Rogers is registered as an investment adviser representative in CA, TX and VA (CRD 5532846), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Planning Within Reach manage?

Planning Within Reach reports $7.2M across 26 accounts in assets under management.

### How do I contact Linda Rogers?

Through Linda's website, planningwithinreach.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7355): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://planningwithinreach.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.