# CLEVELAND RETIREMENT PLANNING LLC

CLEVELAND RETIREMENT PLANNING LLC of WESTLAKE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 308911
- Type: SEC-registered investment adviser
- Location: 1991 CROCKER ROAD,, WESTLAKE, OH, 44145
- Phone: 216-801-4874
- Latest filing: 2026-03-25
- Regulatory AUM: $48.8M
- Discretionary AUM: $48.8M
- Clients: 1
- Accounts: 128

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308911/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308911/similar
- Related entities: https://search.stillhousedata.com/firm/308911/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308911

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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.