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Roger Whitney

Advisor at Retire Agile

Updated today

Location

Mansfield, TX

Credentials

CFP®, Series 63, Series 65

Industry experience

34 years

About

Roger Whitney is a CFP® with 34 years of industry experience, currently serving as an advisor at Align Financial, LLC. His prior roles include positions at Strategic Financial Concepts, Fwpam, and LPL Financial. Whitney is also the owner of RP Whitney LLC, which produces educational content such as podcasts, books, courses, and community programs under the names Retirement Answer Man® and Rock Retirement Club. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm combines in-house planning with access to third-party model managers and operates multiple offices to serve a regional client base.

Client services

Based on Retire Agile

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Retire Agile

General retirement planning Retirement income strategy Annuities

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Fee options

Fixed

Flat fee for stand-alone financial planning and retirement planning, fees up to $20,000

Other

Account minimum: $17,500 annual advisory fee Minimum fee: Annual minimum advisory fee of $17,500 for new clients Fee-only: Flat fee retirement planning fees up to $20,000; annual review fees at 75% of initial rate if within 18 months

Location

Mansfield, TX

Most active in

Colorado · Texas

Work history

Align Financial, LLC

2025 - Present (1 year)

Strategic Financial Concepts

2019 - 2025 (6 years)

Fwpam

2013 - 2018 (5 years)

LPL Financial

2003 - 2016 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 41 years of industry experience. He has been involved with Callaway Financial Services and related entities since 2000. Outside of his advisory work, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services provides portfolio management, financial planning, pension consulting, and third-party manager solicitation to a diverse client base including individuals, institutions, and charitable organizations. The firm employs an active, momentum-based investment approach using multiple analytical methods and offers both discretionary and non-discretionary supervisory services.

Active portfolio management Retirement income strategy
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Colby V

Series 63, Series 65

Arlington, TX

F3 Wealth Management, LLC

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Long-term care insurance Disability insurance Life insurance needs analysis
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Chukwudi U

Series 65

Ft Worth, TX

Lampados Financial Group, LLC

Chukwudi Uraih is a financial advisor at Lampados Financial Group, LLC, holding a Series 65 designation with four years of industry experience. He has worked at Booz Allen Hamilton and serves in the United States Army Reserve. Outside of advising, he is the owner and CEO of Lampados Realty Group TX, LLC, a real estate business. Lampados Financial Group provides fee-only financial planning and investment advisory services to individuals, families, professionals, and fund investors. The firm utilizes a proprietary methodology combining fundamental investment analysis with algorithmic cash-flow modeling to offer diversified, long-term, and risk-aware strategies alongside infrastructure-focused fund management.

Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
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