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PHD RETIREMENT CONSULTING

OVERLAND PARK, KS · CRD 304989 · IAPD ↗ · 844-743-4015

$559.2MRegulatory AUM
3Advisory reps
7Employees
3Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — PHD RETIREMENT CONSULTING crossed $500M in regulatory AUM ($398.4M -> $506.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — PHD RETIREMENT CONSULTING grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — PHD RETIREMENT CONSULTING reported RAUM up 190% ($136.0M -> $394.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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