Roger Whitney
Retire Agile · Mansfield, Texas
Roger Whitney is a fee-only financial advisor at Retire Agile in Mansfield, Texas, who holds the CFP credential. Roger focuses on retirement planning. Retire Agile reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Retire Agile |
|---|---|
| Based in | Mansfield, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $433.7M across 753 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2159694 |
| Exams passed | Series 63 (1991) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.align.financial |
| Profile |
How Roger's firm compares
- Retire Agile's average account is about $576,000, from its Form ADV (assets managed divided by 753 accounts).
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Questions about Roger
Is Roger Whitney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Retire Agile reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Retire Agile, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Roger Whitney based?
Roger Whitney is based in Mansfield, Texas.
What does Roger specialize in?
Roger's specialties include retirement planning.
What credentials does Roger Whitney hold?
Roger Whitney holds the CFP credential.
Is Roger Whitney registered with the SEC?
Yes. Roger Whitney is registered as an investment adviser representative in CO and TX (CRD 2159694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retire Agile manage?
Retire Agile reports $433.7M across 753 accounts in assets under management.
How do I contact Roger Whitney?
Through Roger's website, www.align.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Retire Agile website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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