RIA Intel›Advisers›Wisconsin›RETIREMENT INCOME PLANNING LLC

RETIREMENT INCOME PLANNING LLC

Advisory

MADISON, WI

Data as of Apr 27, 2026 · Source: SEC Form ADV

Rank in WI

#306

of 354 advisers by AUM

Average account

$161K

across 385 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients167

Team

Total Employees6

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

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

167 clients

12 high-net-worth

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

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

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