RIA Intel›Advisers›Massachusetts›ROMAN RETIREMENT PLANNING, LLC

ROMAN RETIREMENT PLANNING, LLC

Advisory

MASHPEE, MA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in MA
#1,088
of 1,590 advisers by AUM
Average account
$185K
across 358 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$66M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$338K
Discretionary %99.5%
Total Clients151
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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