THE RETIREMENT PLANNERS, USA, LLC

THE RETIREMENT PLANNERS, USA, LLC of PENSACOLA, FL is an SEC-registered investment adviser (CRD 152870). Regulatory assets under management: $60.3M.

Registration

• CRD: 152870
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152870 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search