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RETIREMENT PLANOLOGY, INC.
CRD 171302File 801-79679
APPROVED
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.