Retirement Planology, Inc.

RIASEC RegisteredEst. 2014

Total AUM

$266M

Discretionary

$101M

38% of AUM

Avg account

$4.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Alexandria, Virginia
CRD number: 171302
Registered since: May 8, 2014
Website: www.retirementplanology.com
Custodians: EMPOWER FINANCIAL SERVICES, INC., ASCENSUS TRUST, PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Pension Consulting

Firm profile

FINTRX

Overview

Retirement Planology, Inc. is an institutional registered investment adviser that provides pension consulting services to institutional clients. The firm has been SEC-registered since 2014 and is organized as a corporation with individual ownership. Its advisory work centers on retirement-plan related consulting rather than acting as a capital allocator or running a broad wealth-management practice. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing plan advisory and project-based consulting. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser in the source data.