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).
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Total Assets Under Management192MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$3,041,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
DC, SC, TN, VA
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.
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.
Emma Borders (CRD# 7530666) is an Investment Advisor Representative working at Retirement Planology, Inc. in Rock Hill, SC and has over 2 years of experience in the finance industry.