Data / Investment advisers / Iowa / Merkle Retirement Planning
Merkle Retirement Planning, Grimes, IA: $569 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Merkle Retirement Planning is an SEC registered investment adviser with its main office in Grimes, Iowa and reports $569 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 297942
- SEC file number
- 801-118564
- SEC status
- Approved, effective April 27, 2020
- Legal name
- Elite Retirement Planning, LLC
- Main office
- 1860 Se Princeton Dr, Grimes, IA 50111
- Phone
- (515) 278-4110
- Website
- merkleplan.com
- Regulatory AUM
- $568,827,090 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $568,827,090
- Accounts
- 2,896
- Employees
- 30, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 728 | $366.2 million |
| High net worth individuals | 287 | $199.9 million |
| Corporations or other businesses | 3 | $2.7 million |
| Charitable organizations | 1 | $12,624 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $568.8 million | March 30, 2026 |
| December 1, 2025 | $428.5 million | March 31, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | $906.4 million | Not listed | adviserinfo.sec.gov |
| DMKC Advisory Services, LLC | Des Moines | $902.5 million | Not listed | adviserinfo.sec.gov |
| Basepoint Wealth, LLC | Cedar Rapids | $883.8 million | Not listed | adviserinfo.sec.gov |
| Rda Financial Network | Akron | $675.2 million | Not listed | adviserinfo.sec.gov |
| West Financial Advisors, L.L.C. | Des Moines | $674.2 million | Not listed | adviserinfo.sec.gov |
| Retireright Consulting Group | West des Moines | $561.1 million | Not listed | adviserinfo.sec.gov |
| Dynamic Financial Group | Cedar Falls | $539.6 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors of Iowa, LLC | West des Moines | $539.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Merkle Retirement Planning on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.