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RETIREMENT PLANS, INC.
CRD 286214 · SEC 801-123069
124 DORCHESTER SQUARE, SUITE B, WESTERVILLE, OH, 43081, United States
Phone
614-339-1910
Fax
614-392-2850
Registration
— (—)
Source
State registered
Total AUM
$224.9M
Discretionary AUM
$224.9M
Team
6 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $16.8M |
| Pension/profit sharing plans | 78 | $208.1M |
All web addresses on file
Official SEC filing: View on IAPD