Investment adviser · CRD 171302
RETIREMENT PLANOLOGY, INC.
Investment adviser filing (IA)
ALEXANDRIA, VA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $266M Form ADV · Item 5.F
- Client accounts
- 63 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 60 | $265,936,155 | 100.0% |
Filing source
Form ADV 2072973 · Mar 23, 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 fundsThe 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 23, 2026. View historical filings
Reported services
Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
600 CAMERON STREET, SUITE 401ALEXANDRIA, VA, 22314, United States
CRD 171302
Filing source
Form ADV 2072973 · Mar 23, 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.