# MASTERPLAN RETIREMENT CONSULTANTS

MASTERPLAN RETIREMENT CONSULTANTS of MARIETTA, GA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 171497
- Type: SEC-registered investment adviser
- Location: 410 VILLA RICA WAY SW, MARIETTA, GA, 30064
- Phone: 770-980-9262
- Latest filing: 2026-06-17
- Clients: 6

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171497/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171497/similar
- Related entities: https://search.stillhousedata.com/firm/171497/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171497

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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.