Retirement Planology, Inc.
● SEC registered since 2014CRD 171302SEC# 801-79679Alexandria, VA
Reg. AUM
$265.9M
Employees
3
Accounts
63
Location
Alexandria, VA
Retirement Planology, Inc. assets under management
Retirement Planology, Inc. operates as an SEC-registered investment adviser based in Alexandria, VA. The firm has been registered since 2014. It reports $265.9 million in regulatory assets under management and employs 3 people.
Retirement Planology, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam John Jefferis Control | Vice President | 10-25% | 2022 |
| Courtenay Virginia Shipley Control | President And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Retirement Planology, Inc. manage?
Retirement Planology, Inc. reports $265.9 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Planology, Inc. have?
Retirement Planology, Inc. reports 3 employees.
Where is Retirement Planology, Inc. located?
Retirement Planology, Inc. is based in Alexandria, VA and has been SEC-registered since 2014.
Does Retirement Planology, Inc. disclose fund performance?
Retirement Planology, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Cameron Street, Suite 401, Alexandria, VA 22314 |
| Phone | 703-595-2829 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$265.9M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$265.9Mregulatory AUM
Discretionary $101MNon-discretionary $165M