RIA Intel›Advisers›Texas›PROFESSIONAL RETIREMENT PLANNING INC.

PROFESSIONAL RETIREMENT PLANNING INC.

Advisory

HOUSTON, TX

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in TX

#1,867

of 2,813 advisers by AUM

Average account

$3M

across 12 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$28M

Non-Discretionary AUM$11M

Discretionary %71.2%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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