Cardinal Retirement Planning, Inc.

Overview

Cardinal Retirement Planning, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm began SEC registration in 2025 and serves both individual & family clients and institutional relationships. Its advisory remit centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Cardinal does not position itself as a capital allocator or an active ESG investor. The firm lists an affiliation with an insurance company, which aligns with its use of annuities among client solutions. Its advisory model is predominantly discretionary, reflecting a client service mix that emphasizes managed portfolios alongside planning engagements.

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