RETIREMENT ROADMAP FINANCIAL PLANNING

RETIREMENT ROADMAP FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 323469). Regulatory assets under management: $65.0M.

Registration

• CRD: 323469
• Type: Registered investment adviser
• Phone: 619-800-2005
• Latest filing: 2026-01-14
• Regulatory AUM: $65.0M
• Discretionary AUM: $65.0M
• Clients: 1
• Accounts: 99

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323469 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search