ROMAN RETIREMENT PLANNING, LLC

Overview

Roman Retirement Planning, LLC is an independent, individual-owned RIA that operates as a capital allocator for both individual & family and select institutional clients. The firm combines financial planning and portfolio management with insurance brokerage services, which shows a blended approach between investment management and insurance-based solutions. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting-related services, and client education through publications and workshops. Investment activity centers on pooled public funds as the primary sleeve for client portfolios, supplemented by third-party real estate allocations and insurance products. The firm charges fees on a percentage-of-AUM basis and also uses fixed-fee engagements, which supports both advisory relationships tied to asset management and fee-for-service planning work. Roman Retirement Planning, LLC is not positioned as an ESG-focused manager and does not report multi-state adviser registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices