Retirement Planology, Inc. (Alexandria)

Name: Retirement Planology, Inc.
Address: 950 N Washington St, Alexandria, VA, 22314
Telephone: 703-595-2829

Retirement Planology, Inc. is a large advisory firm based in Alexandria. It manages $180.95 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Tennessee and Virginia.

Retirement Planology provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Planology: assets under management

The assets under management (AUM) of Retirement Planology, Inc. is $180.95 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.46 million in discretionary accounts and $171.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $675.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.03 million.

Investments

The firm invests in other assets the most. They account for 78% of the total AUM. The second-largest asset type is investment and business development companies, which make up 22% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Planology, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Retirement Planology serves?

The only and largest group of clients of Retirement Planology is pension and profit sharing plans with 33 clients and $180.95 million of assets under management. Among the 8 most similar advisory firms, Retirement Planology has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $180.95 million for 33 clients. None of the firm’s clients are foreign persons or businesses.

Retirement Planology doesn't advise any private funds.

Careers at Retirement Planology, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Courtenay Virginia Shipley	Owner, cco	1 Apr 2014	75% - 100%	4433389

Based in Alexandria

The principal office where Retirement Planology, Inc. performs its advisory services is located at 950 N Washington St, Alexandria, VA 22314, which is also the mailing address of the firm. An additional office of the firm is in Nashville, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-595-2829. The normal business hours are by appointment only on Other. You can find more information about the New York firm at retirementplanology.com/.