Sanders Retirement Planning LLC

Overview

Sanders Retirement Planning LLC is an independent, individually owned RIA that focuses on serving individuals and families. The firm delivers financial planning and portfolio management for individuals and small businesses and charges clients through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. It is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. The adviser is not newly formed and does not list pension consulting or related-adviser activities. The business model emphasizes traditional advisory services rather than institutional consulting or broad platform distribution.

Assets & Accounts

Investments & Alternatives