Retirement Planning and Management, Inc.

Overview

Retirement Planning and Management, Inc. is an independent, Minnesota-registered investment adviser organized as a corporation and owned by an individual. The firm serves both individuals and families as well as institutional clients, positioning itself as a capital allocator that uses third‑party managers where appropriate. Its advisory scope includes comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, portfolio services for institutions, pension consulting, and the selection of other advisers. Fees are flexible and include asset‑based charges, hourly billing, and fixed fees, reflecting a mix of ongoing portfolio oversight and project work. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser; it also reports relationships with other industry professionals including accountants, insurance companies, and pension consultants.

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Public Holdings

Investments & Alternatives

Location & Offices