RETIREMENT PLANOLOGY, INC.
SEC RegisteredHelping you navigate the retirement plan maze
About the firm
A Retirement Planologist® works with a company to help them build and manage their company's retirement plan for their employees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Plan Design Consulting, Employee Education, Compliance Oversight, acting as Investment Fiduciary (3(21)) or Discretionary Fiduciary (3(38)), Vendor Management, Transition Services for mergers/acquisitions or provider changes, and Service Reviews.
Who they serve
Companies seeking to build and manage retirement plans for their employees, including HR departments dealing with plan administration challenges.
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 60 | $266M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Asset Based Fee Range | 0.05% |
| Asset Based Fee Range | 0.55% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RETIREMENT PLANOLOGY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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