RETIREMENT PLANS, INC.

RETIREMENT PLANS, INC. of WESTERVILLE, OH is an SEC-registered investment adviser (CRD 286214). Regulatory assets under management: $224.9M.

Registration

• CRD: 286214
• SEC file number: 801-123069
• Type: Registered investment adviser
• Location: 124 DORCHESTER SQUARE, SUITE B, WESTERVILLE, OH, 43081
• Phone: 614-339-1910
• Latest filing: 2026-03-16
• Regulatory AUM: $224.9M
• Discretionary AUM: $224.9M
• Clients: 6
• Accounts: 278

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 286214 on SEC IAPD (source of record)
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