RIA Intel›Advisers›Colorado›RETIRE RIGHT PLANNING, LLC

RETIRE RIGHT PLANNING, LLC

Advisory

CO

Data as of Jan 29, 2026 · Source: SEC Form ADV

Average account

$160K

across 82 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

31 clients

3 high-net-worth

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

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SNOWCAP FINANCIAL LLC

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CENTRIC INVESTMENT GROUP INC

$13M

STEVENSON ADVISORS, LLC

$13M

JRB CAPITAL MANAGEMENT, LLC

STEAMBOAT SPRINGS, CO

$13M

CHOICE INVESTMENT MANAGEMENT LLC

GREENWOOD VILLAGE, CO

$13M

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