RETIREMENT PLANOLOGY, INC.

ALEXANDRIA, Virginia·2 registered advisors·CRD# 171302
SEC# 801-796790703-595-2829
01

Firm Overview

AUM
$192M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Advisors at RETIREMENT PLANOLOGY, INC.

2 registered advisors
Adam John Jefferis
ALEXANDRIA, Virginia
Courtenay Virginia Shipley
ALEXANDRIA, Virginia
05

Office Locations

ALEXANDRIA, Virginia
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. RETIREMENT PLANOLOGY, INC. (CRD# 171302) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.