SANDERS RETIREMENT PLANNING LLC

Overview

Sanders Retirement Planning LLC is an independent, owner-run Registered Investment Adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm builds portfolios with a clear emphasis on public mutual funds as the core sleeve while supplementing those positions with less liquid, return-enhancing strategies. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, giving the firm leeway to serve both ongoing advisory clients and project-based planning relationships. Sanders Retirement Planning LLC does not present itself as a multi-state adviser or as a capital allocator; instead, it relies on third-party managers and externally managed funds to implement alternative and private-market exposure. The firm is not an active ESG investor and does not list pension consulting or related-adviser activities among its services. Its client base is concentrated on individual and family relationships, and most assets are managed on a discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices