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RETIREMENT PLANOLOGY, INC.

CRD 171302 · SEC 801-79679

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600 CAMERON STREET, SUITE 401, ALEXANDRIA, VA, 22314, United States

Phone

703-595-2829

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$265.9M

Discretionary AUM

$101.0M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Pension consulting

Client types

TypeClientsAUM
Pension/profit sharing plans60$265.9M

States served

DC, MD, SC, TN, VA

All web addresses on file

Official SEC filing: View on IAPD