# PLAN2RETIRE

PLAN2RETIRE of HAGERSTOWN, MD is an SEC-registered investment adviser.

## Registration

- CRD: 146827
- Type: SEC-registered investment adviser
- Location: 19935 NATIONAL PIKE, HAGERSTOWN, MD, 21740
- Phone: 240-329-3333
- Latest filing: 2026-01-16
- Regulatory AUM: $82.0M
- Discretionary AUM: $82.0M
- Clients: 1
- Accounts: 497

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146827/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146827/similar
- Related entities: https://search.stillhousedata.com/firm/146827/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146827

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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.