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RETIREMENT PLANOLOGY, INC.
CRD 171302 · SEC 801-79679
600 CAMERON STREET, SUITE 401, ALEXANDRIA, VA, 22314, United States
Phone
703-595-2829
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 60 | $265.9M |
States served
DC, MD, SC, TN, VA
All web addresses on file
Official SEC filing: View on IAPD