RIA Intel›Advisers›Florida›THE RETIREMENT PLANNERS, USA, LLC

THE RETIREMENT PLANNERS, USA, LLC

Advisory

PENSACOLA, FL

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in FL

#1,536

of 2,610 advisers by AUM

Average account

$150K

across 401 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients234

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL, GA, LA, MO, TX

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

234 clients

6 high-net-worth

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

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