Retirement Planology, Inc.
Retirement Planology, Inc. (CRD# 171302) is a financial advisory firm headquartered in Arlington, VA. They manage $138,903,225 in 22 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management139MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$6,313,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
Courtenay Shipley (CRD# 4433389) is an Investment Advisor Representative working at Retirement Planology, Inc. in Arlington, VA and has over 12 years of experience in the finance industry.