Retirement Planology, Inc. is a large advisory firm based in Alexandria. It manages $180.95 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Tennessee and Virginia.
Retirement Planology provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Retirement Planology, Inc. is $180.95 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Retirement Planology, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Retirement Planology is pension and profit sharing plans with 33 clients and $180.95 million of assets under management. Among the 8 most similar advisory firms, Retirement Planology has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $180.95 million for 33 clients. None of the firm’s clients are foreign persons or businesses.
Retirement Planology doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Retirement Planology, Inc. performs its advisory services is located at 950 N Washington St, Alexandria, VA 22314, which is also the mailing address of the firm. An additional office of the firm is in Nashville, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-595-2829. The normal business hours are by appointment only on Other. You can find more information about the New York firm at retirementplanology.com/.