RETIREMENT PLANOLOGY, INC.

RIASEC RegisteredEst. 2014

Total AUM

$266M

Discretionary

$101M

38% of AUM

Avg account

$4.2M

Accounts

63

Employees

3

Advisory reps

2

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 a corporate SEC-registered investment adviser that appears focused on institutional retirement-plan work. The firm has been registered since 2014 and is owned by an individual. Its advisory services emphasize pension consulting, and its billing models include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds76%
Private Funds24%

Contacts

2 of 2

ADAM JEFFERIS
Vice PresidentCRD 4937989
COURTENAY SHIPLEY
FounderCRD 4433389

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: ALEXANDRIA CITY
Address: 600 Cameron St
Time zone: ET (UTC-5)
Office locations

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