Data / Investment advisers / Virginia / Retirement Planology, Inc.
Retirement Planology, Inc., Alexandria, VA: $266 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Retirement Planology, Inc. is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $266 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Retirement Planology, Inc. (CRD number 171302): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171302
- SEC file number
- 801-79679
- SEC status
- Approved, effective May 8, 2014
- Main office
- 600 Cameron Street Suite 401, Alexandria, VA 22314
- Phone
- (703) 595-2829
- Website
- retirementplanology.com
- Regulatory AUM
- $265,936,155 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $100,965,776
- Non discretionary AUM
- $164,970,379
- Accounts
- 63
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 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 |
|---|---|---|
| Pension and profit sharing plans | 60 | $265.9 million |
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 | $265.9 million | March 23, 2026 |
| December 1, 2025 | $204.2 million | October 16, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | Not listed | adviserinfo.sec.gov |
| Rockbridge Asset Management, LLC | Alexandria | $218 million | 2 | adviserinfo.sec.gov |
| McGinn Penninger Investment Management Inc. | Alexandria | $204.4 million | Not listed | adviserinfo.sec.gov |
| 8th Street Investments, LLC | Alexandria | $166.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Retirement Planology, Inc. 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.