# RETIREMENT INCOME PLANNING LLC

RETIREMENT INCOME PLANNING LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 330113
- Type: SEC-registered investment adviser
- Location: 2310 CROSSROADS DRIVE, MADISON, WI, 53718
- Phone: 608-807-1100
- Latest filing: 2026-04-27
- Regulatory AUM: $61.8M
- Discretionary AUM: $61.8M
- Clients: 6
- Accounts: 385

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330113/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330113/similar
- Related entities: https://search.stillhousedata.com/firm/330113/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330113

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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.