Retirement Planology, Inc.

Retirement Planology, Inc. (CRD# 171302) is a financial advisory firm headquartered in Alexandria, VA. They manage $191,643,207 in 63 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
950 N Washington St, Ste 242, Alexandria, VA 22314
https://www.linkedin.com/company/5283917/
By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $3,041,956
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
The map below shows states where this firm has explicit registration only.

DC, SC, TN, VA

Financial Advisors at Retirement Planology, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Adam Jefferis, financial advisor Alexandria VA
Adam J. Jefferis
CRD#: 4937989
950 N Washington St, Ste 242, Alexandria, VA 22314

Adam Jefferis (CRD# 4937989) is an Investment Advisor Representative working at Retirement Planology, Inc. in Alexandria, VA and has over 18 years of experience in the finance industry.

2
Courtenay Shipley, financial advisor Alexandria VA
Courtenay V. Shipley
CRD#: 4433389
950 N Washington St, Ste 242, Alexandria, VA 22314

Courtenay Shipley (CRD# 4433389) is an Investment Advisor Representative working at Retirement Planology, Inc. in Alexandria, VA and has over 18 years of experience in the finance industry.

3
Emma Borders, financial advisor Alexandria VA
Emma Borders
CRD#: 7530666
950 N Washington St, Ste 242, Alexandria, VA 22314

Emma Borders (CRD# 7530666) is an Investment Advisor Representative working at Retirement Planology, Inc. in Alexandria, VA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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