RETIREMENT & INVESTMENT PLANNING, INC.
Firm details
- Headquarters
- PETOSKEY, Michigan
- CRD number
- 306082
- Website
- riplanninginc.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals97.9%
- Corporations / Businesses2.1%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Retirement & Investment Planning, Inc. is a small, individually owned corporate adviser that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides traditional advisory services focused on portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its compensation includes a percentage‑of‑AUM component alongside other fee arrangements. The adviser does not identify as an active ESG investor and appears to operate within a single state.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1MICHELLE SHAWN
President, Financial AdvisorCRD 5480404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PETOSKEY, MI
EMMET
Location
PETOSKEY, MI
Headquartered in PETOSKEY, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- EMMET
- Address
- 616 Petoskey St
- Time zone
- ET (UTC-5)
- Office locations
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