← Back to searchVisit website
THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
CRD 108705 · SEC 801-55956
1287 POST ROAD, WARWICK, RI, 02888, United States
Phone
401-453-5558
Fax
401-421-1451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$394.4M
Discretionary AUM
$371.0M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 429 | $131.3M |
| High net worth individuals | 136 | $262.8M |
| Charitable organizations | 1 | $329K |
States served
VT, CO, MA, NY, NC, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD