# RETIREMENT PLANOLOGY, INC.

RETIREMENT PLANOLOGY, INC. of ALEXANDRIA, VA is an SEC-registered investment adviser.

## Registration

- CRD: 171302
- Type: SEC-registered investment adviser
- SEC file number: 801-79679
- Location: 600 CAMERON STREET, SUITE 401, ALEXANDRIA, VA, 22314
- Phone: 703-595-2829
- Latest filing: 2026-03-23
- Regulatory AUM: $265.9M
- Discretionary AUM: $101.0M
- Non-discretionary AUM: $165.0M
- Clients: 3
- Accounts: 63

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Courtenay Virginia Shipley | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Adam John Jefferis | VICE PRESIDENT | — |
| SHIPLEY COURTENAY VIRGINIA | OWNER, CCO; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| JEFFERIS ADAM JOHN | PRINCIPAL; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171302/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171302/similar
- Related entities: https://search.stillhousedata.com/firm/171302/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171302

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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.