PLAN2RETIRE

PLAN2RETIRE of HAGERSTOWN, MD is an SEC-registered investment adviser (CRD 146827). Regulatory assets under management: $82.0M.

Registration

• CRD: 146827
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146827 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search