Retirement Planning And Management, Inc.

Overview

Retirement Planning And Management, Inc. is an independent, individually owned registered investment adviser that serves both individual and family clients as well as institutional clients. The firm functions as a capital allocator and provides a mix of financial planning and portfolio management services, covering individuals, small businesses and larger business or institutional accounts. Its advisory scope includes selection of other advisers and pension consulting services listed on the ADV, and it bills clients under multiple fee arrangements: percentage of assets under management, hourly charges and fixed fees. The firm’s investment posture favors equities, with a clear tilt toward exchange‑traded securities. Filings show its client relationships are primarily managed on a non‑discretionary basis, reflective of an advice‑and‑execution model where clients retain final trade authority but receive portfolio recommendations and planning. Retirement Planning And Management, Inc. does not identify as an active ESG investor and operates from a single office.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices