# THE RETIREMENT PLANNERS, USA, LLC

THE RETIREMENT PLANNERS, USA, LLC of PENSACOLA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 152870
- Type: SEC-registered investment adviser
- Location: 8001 N 9TH AVE, PENSACOLA, FL, 32514
- Phone: 850-995-1999
- Latest filing: 2026-06-22
- Regulatory AUM: $60.3M
- Discretionary AUM: $60.3M
- Clients: 2
- Accounts: 401

## 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/152870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152870/similar
- Related entities: https://search.stillhousedata.com/firm/152870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152870

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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.