Data as of Aug 25, 2026 · Based on 3,181,687 AI responses across 10,525 prompts · See how Parse measures this
Planning Within Reach (PWR) is a Virginia Beach-based, fee-only fiduciary financial planning firm led by Linda Rogers that serves clients nationwide. They provide one-time comprehensive financial planning and ongoing investment management, helping clients map out goals and manage their portfolios. The firm emphasizes purposeful planning, clear advice, and impactful investing, and is virtual-friendly, woman-owned, and military-spouse owned with designations such as CFP and EA.
Parse Score
#212 of 223 in Fee-Only Fiduciary Financial Planners
Sources
feeonlynetwork.com shapes more of what AI says about Planning Within Reach than any other source, at 50% of its citations.
planningwithinreach.com
The market map
Fee-Only Fiduciary Financial Planners →Where AI ranks Planning Within Reach
Excerpts where Planning Within Reach appeared in the AI's answer

Planning Within Reach if you prefer a planning-centric approach. Planning Within Reach explicitly states that it does not receive sales commissions and does not sell insurance or other financial products.

Planning Within Reach — Listed in the Fee Only Network directory, which verifies advisors as fee-only, fiduciary, and independent.