IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

Overview

In The Money Retirement Planning Limited Liability Company operates as an independent RIA serving individuals and families with a concentrated emphasis on equity-based portfolios. The firm combines financial planning and portfolio management with advisory services that include selecting outside advisers and running educational workshops. Its fee model is flexible — charging a percentage of AUM alongside hourly and fixed-fee arrangements — which suits clients who need both ongoing investment management and discrete planning engagements. The firm identifies as a capital allocator, but its reported holdings show a clear tilt toward exchange-traded equities and ETFs rather than broad allocations to private alternatives. It is not an active ESG investor and does not register as a multi-state adviser. Service delivery appears focused and boutique in scale, targeting a small client base with hands-on advisory relationships.

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