RIA Intel›Advisers›Michigan›RETIREMENT & INVESTMENT PLANNING, INC.

RETIREMENT & INVESTMENT PLANNING, INC.

Advisory

PETOSKEY, MI

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

Average account

$126K

across 39 accounts

AUM per adviser

$5M

1 advisers

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

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients25

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMI

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

25 clients

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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DV KILL ADVISORY SERVICES, LLC

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SCHULTZ INVESTMENT ADVISORS, INC.

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$5M

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