RIA Intel›Advisers›West Virginia›RETIREMENT PLANNING CONSULTANTS INC

RETIREMENT PLANNING CONSULTANTS INC

Advisory

SOUTH CHARLESTON, WV

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$185K

across 145 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWV

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

91 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WV

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

APPALACHIAN ASSET MANAGEMENT

$25M

JACOBS & COMPANY

$29M

WNA WEALTH MANAGEMENT, LLC

$32M

STONE CAPITAL MANAGEMENT, INC.

$18M

BLACKBEAR CAPITAL, LLC

$38M

BELL SANDRA PARKER

PARKERSBURG, WV

$38M

Get the full picture on RETIREMENT PLANNING CONSULTANTS INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RETIREMENT PLANNING CONSULTANTS INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans