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RETIREMENT PLANOLOGY, INC.

950 N Washington St
Ste 242
Alexandria, Virginia 22314
Tel: 703-595-2829

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About RETIREMENT PLANOLOGY, INC.

RETIREMENT PLANOLOGY, INC, formally registered with the SEC as RETIREMENT PLANOLOGY, INC. The firm was established in 05/08/2014. They have over 1 offices throughout the country.

RETIREMENT PLANOLOGY, INC. is a Alexandria, Virginia based Financial Planning firm with nearly $191,643,207 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171302
SEC#801-79679
Assets Managed by Firm$191,643,207
No. of Clients63
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total63$191,643,207
Pension and profit sharing plans63$191,643,207

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