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).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $6,313,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN, VA

Financial Advisors at Retirement Planology, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Courtenay V. Shipley
CRD#: 4433389
2221 South Clark Street, Arlington, VA 22202
93
Wealthminder
score

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.

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