RIA Intel›Advisers›Alabama›RETIREMENT PLANS, LLC

RETIREMENT PLANS, LLC

Advisory

AL

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$567K

across 3 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

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

3 clients

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

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Advisers of similar size in AL

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

AXIENT INVESTMENT ADVISORS LLC

$2M

1ST & 3RD INVESTMENTS LLC

$2M

LEGACY WEALTH MANAGEMENT GROUP, LLC

$2M

LEGACY CAPITAL PARTNERS LLC

$2M

364 INVESTING, LLC

$2M

STILL WATERS INVESTMENT STRATEGIES LLC

$2M

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