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RETIREMENT PLANOLOGY, INC.

ALEXANDRIA, VA · CRD 171302 · IAPD ↗ · retirementplanology.com · 703-595-2829

$265.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

54
April 2026 — RETIREMENT PLANOLOGY, INC. reported RAUM up 30% ($204.2M -> $265.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2025 — RETIREMENT PLANOLOGY, INC. notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — RETIREMENT PLANOLOGY, INC. reported RAUM up 30% ($146.9M -> $191.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.