Retirement & Investment Planning, Inc.

Overview

Retirement & Investment Planning, Inc. is organized as a corporation and operates as a non-independent retail registered investment adviser under individual ownership. The firm describes itself as a capital allocator serving both individual and family clients alongside institutional relationships. Its advisory work centers on portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation is structured around a percentage-of-AUM fee schedule supplemented by other fee arrangements. The firm reports an industry affiliation with an insurance company. It is not identified as a multi-state adviser and does not list active ESG investing as part of its stated approach.

Assets & Accounts

Investments & Alternatives

Location & Offices