# THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. of WARWICK, RI is an SEC-registered investment adviser.

## Registration

- CRD: 108705
- Type: SEC-registered investment adviser
- SEC file number: 801-55956
- Location: 1287 POST ROAD, WARWICK, RI, 02888
- Phone: 401-453-5558
- Latest filing: 2026-03-13
- Regulatory AUM: $394.4M
- Discretionary AUM: $371.0M
- Non-discretionary AUM: $23.4M
- Clients: 4
- Accounts: 1,312

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| David William Allaire | PRESIDENT | — |
| Sotirios Mike Pappas | CHIEF COMPLIANCE OFFICER | Warwick, RI |
| ALLAIRE DAVID WILLIAM | PRESIDENT | — |
| PAPPAS SOTIRIOS MIKE | CFO & CIO; CHIEF COMPLIANCE OFFICER | — |
| WORTHLEY KEVIN R | PORTFOLIO MANAGER | — |
| HONISS ROBIN | INVESTMENT CONSULTANT | — |
| SEIDMAN SCOTT BRUCE | ADVISOR | — |
| HONISS ROBIN HOWARD | INVESTMENT CONSULTANT | — |
| ALVANOS LEAH M | ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108705/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108705/similar
- Related entities: https://search.stillhousedata.com/firm/108705/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108705

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.