Linda Rogers
Planning Within Reach · Virginia Beach, Virginia
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.
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Specialties
Who they serve
- High earners
- Pre-retirees
- Founders
- Tech employees
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 |
| Accepting new clients | Yes |
| Assets under management | $7.2M across 26 accounts |
| Credentials | CFP · EA · MSBA |
| SEC registration | Investment adviser representative in CA, TX, VA · CRD 5532846 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | planningwithinreach.com |
| Profile |
How Linda's firm compares
- A one-time plan starts at $3,000, above the Virginia median of $1,500 for fee-only firms that publish prices.
- Planning Within Reach's average account is about $277,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Linda
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Planning Within Reach website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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