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Home > Retirement Planners > ohio > westerville > RETIREMENT PLANS, INC.
RETIREMENT PLANS, INC.
124 Dorchester Square
Suite B
Westerville, Ohio 43081
Tel: 614-339-1910
About RETIREMENT PLANS, INC.
RETIREMENT PLANS, INC, formally registered with the SEC as RETIREMENT PLANS, INC. The firm was established in 01/25/2022. They have over 1 offices throughout the country.
RETIREMENT PLANS, INC. is a Westerville, Ohio based Financial Planning firm with nearly $247,867,287 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286214 |
| SEC# | 801-123069 |
| Assets Managed by Firm | $247,867,287 |
| No. of Clients | 268 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 268 | $247,867,287 |
| Individuals (other than high net worth individuals) | 183 | $17,243,769 |
| Pension and profit sharing plans | 85 | $230,623,518 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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