CLEVELAND RETIREMENT PLANNING LLC

Overview

Cleveland Retirement Planning LLC is an independent registered investment adviser organized as a limited liability company that focuses on fee-based wealth management and retirement planning. The firm serves both individual and family clients alongside smaller institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation mixes percentage-of-assets-under-management billing with fixed-fee engagements. Investment positioning shows a clear equity bias: the firm reports a strong preference for exchange-traded equities as the dominant building block of client portfolios. Portfolios are built primarily from liquid, listed instruments rather than from broad allocations to third‑party alternative fund managers. The adviser is not flagged as an active ESG investor, and its regulatory profile indicates a single-owner structure operating as an independent RIA.

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