Retirement Planology, Inc
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Overview
Retirement Planology, Inc operates as an advisory firm that has its headquarters in Alexandria, Virginia. The firm administers $146.9 million in total assets across 59 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Retirement Planology, Inc has a small team, including 3 financial advisors. Retirement Planology, Inc does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, bonds and stocks.
Retirement Planology, Inc manages the majority of its accounts in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell choices without requiring the client's consent. Retirement Planology, Inc also has 25 non-discretionary accounts totaling $115.2 million in AUM. The company administers an average of $2.5 million for each client account. The average financial advisor at Retirement Planology, Inc administers around 20 client accounts, placing it among the more individualized advisor firms in the country.
The firm's main office is at 950 N Washington St, Alexandria, Virginia 22314. It is allowed to provide services to clients across a number of states, including District of Columbia, South Carolina, Tennessee and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Retirement Planology, Inc by the Numbers
$146.9 million
3
59
$2.5 million
Fee Structure
Financial advisory fees typically are based on the type of financial services provided. Fees billed by Retirement Planology, Inc most likely include the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to pension plans. Out of its 59 customers, Retirement Planology, Inc's largest client type by number of accounts is pension plans. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Retirement Planology, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Retirement Planology, Inc
Rock Hill, SC
Alexandria, VA
Alexandria, VA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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