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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