Roger Patrick Whitney

Employer firm

Retire Agile CRD 309238

$434M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 12/2018
  Fwpam
  Fort Worth, TX
• 08/2025 → Present
  Align Financial, Llc
  Hermantown, MN
• 01/2019 → 08/2025
  Strategic Financial Concepts
  Fort Worth, TX

Previous Registrations

• 2019-02-05 → 2025-12-02
  Strategic Financial Concepts, Llc
  Mansfield, TX
• 2009-03-31 → 2019-03-21
  Wwk Wealth Advisors
  Fort Worth, TX
  Fort Worth, TX
• 2003-08-08 → 2016-12-27
  Lpl Financial Llc
  Weatherford, TX
  Ft Worth, TX
• 1998-10-30 → 2003-08-28
  Ubs Financial Services Inc.
  Fort Worth, TX

Other Businesses

Roger P. Whitney is the owner of RP Whitney LLC. RP Whitney LLC produces educational content including podcasts, books, worksheets, courses and community. RP Whitney LLC operates under the DBA names of the Retirement Answer Man® and Rock Retirement Club.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-30
• S63 Uniform Securities Agent State Law Examination
  1991-08-19

Designations

• Certified Financial Planner

Other Names

• Rp Whitney