Investment adviser · CRD 297942

MERKLE RETIREMENT PLANNING

Investment adviser filing (IA)

ELITE RETIREMENT PLANNING, LLC

GRIMES, IA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $569M
Client accounts: 2,896
Employees: 30
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	728	$366,150,784	64.4%
High-net-worth individuals	287	$199,914,653	35.1%
Corporations & businesses	Fewer than 5	$2,749,029	0.5%
Charities	Fewer than 5	$12,624	0.0%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Retirement plans	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2086482 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1860 SE PRINCETON DR
GRIMES, IA, 50111, United States

CRD 297942

Filing source

Form ADV 2086482 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.