RETIREMENT PLANNING AND MANAGEMENT, INC.

RETIREMENT PLANNING AND MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 115483). Regulatory assets under management: $83.5M.

Registration

• CRD: 115483
• Type: Registered investment adviser
• Phone: 651-460-1231
• Latest filing: 2026-08-04
• Regulatory AUM: $83.5M
• Non-discretionary AUM: $83.5M
• Clients: 1
• Accounts: 301

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search