# RETIREMENT & INVESTMENT PLANNING, INC.

RETIREMENT & INVESTMENT PLANNING, INC. of PETOSKEY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 306082
- Type: SEC-registered investment adviser
- Location: 616 PETOSKEY ST., SUITE 208, PETOSKEY, MI, 49770
- Phone: 231-758-3540
- Latest filing: 2026-04-13
- Regulatory AUM: $4.9M
- Non-discretionary AUM: $4.9M
- Clients: 2
- Accounts: 39

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306082/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306082/similar
- Related entities: https://search.stillhousedata.com/firm/306082/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306082

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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.