RIA Intel›Advisers›Minnesota›RETIREMENT PLANNING AND MANAGEMENT, INC.

RETIREMENT PLANNING AND MANAGEMENT, INC.

Advisory

MN

Data as of Aug 4, 2026 · Source: SEC Form ADV

Rank in MN

#427

of 511 advisers by AUM

Average account

$278K

across 301 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 4, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$84M

Discretionary AUM$0

Non-Discretionary AUM$84M

Discretionary %0%

Total Clients73

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

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

73 clients

30 high-net-worth

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

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