ROMAN RETIREMENT PLANNING, LLC

ROMAN RETIREMENT PLANNING, LLC of MASHPEE, MA is an SEC-registered investment adviser (CRD 306871). Regulatory assets under management: $66.4M.

Registration

• CRD: 306871
• Type: Registered investment adviser
• Location: 35C SOUTH STREET, MASHPEE, MA, 02649
• Phone: (774) 602-5196
• Latest filing: 2026-03-20
• Regulatory AUM: $66.4M
• Discretionary AUM: $66.0M
• Non-discretionary AUM: $338K
• Clients: 3
• Accounts: 358

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306871 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search