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RETIREMENT PLANOLOGY, INC.
CRD 171302File 801-79679
APPROVED
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$265.9M
Below cohort median (national)
Discretionary AUM
$101.0M
Non-discretionary $165.0M
Clients
60
63 accounts
Employees
3
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 8, 2014
- Principal office
- 600 CAMERON STREET, SUITE 401, ALEXANDRIA, VA, 22314
- Phone
- 703-595-2829
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $265.9M
- Discretionary AUM
- $101.0M
- Non-discretionary AUM
- $165.0M
- Discretionary accounts
- 43
- Non-discretionary accounts
- 20
- Total accounts
- 63
- AUM per client
- $4.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 60 | $265.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 58 | 60 | increased by2 |
| Apr 1, 2026 | AUM | $204,239,286 | $265,936,155 | increased by$61,696,869 |
| Apr 1, 2026 | Accounts | 60 | 63 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 57 | 58 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $267,675,421 | $204,239,286 | decreased by$63,436,135 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 57 | 60 | increased by3 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 46 | 57 | increased by11 |
| Apr 1, 2022 | AUM | $257,999,706 | $267,675,421 | increased by$9,675,715 |
| Apr 1, 2022 | Accounts | 46 | 57 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT PLANOLOGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT PLANOLOGY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.