# PLANNING WITHIN REACH, LLC

PLANNING WITHIN REACH, LLC is a RIA based in Virginia Beach.

## Overview

- **Organization type:** RIA
- **Headquarters:** Virginia Beach
- **Assets under management:** Undisclosed
- **Website:** planningwithinreach.com
- **LinkedIn:** https://www.linkedin.com/company/15715728

## Regulatory record

- **CRD number:** 165383
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165383

## About

PWR is a fee-only, fiduciary financial advisor based in Virginia Beach, VA, serving clients nationwide. The firm offers one-time comprehensive financial planning and investment management, and works virtually with clients across the country.

## People

- Linda Rogers

## Questions

### What is Planning Within Reach, LLC's investment focus?

Planning Within Reach, LLC has not publicly disclosed its investment focus. The firm's sector preferences, asset-class mix, and stage coverage are not available in public records.

### Who runs investment decisions at Planning Within Reach, LLC?

No named principals have been identified for Planning Within Reach, LLC in public sources. The firm's leadership and investment committee structure remain undisclosed.

### What is the size of Planning Within Reach, LLC's portfolio?

Planning Within Reach, LLC has not publicly reported its AUM or deployment figures. The firm's total capital under management remains unknown.

### Where is Planning Within Reach, LLC headquartered?

The headquarters location of Planning Within Reach, LLC is not listed in public records. The firm's geographic base is unknown.

## Related profiles

- [Octant Quantitative Investment Management LLC](https://altss.com/profile/octant-quantitative-investment-management-llc)
- [CWM Wealth Management](https://altss.com/profile/cwm-wealth-management-llc)

---

Last updated: 2026-08-11T15:07:49.000Z

Canonical page: https://altss.com/profile/planning-within-reach-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology