The Retirement Planners, Usa, LLC

The Retirement Planners, Usa, LLC (CRD# 152870) is a financial advisory firm headquartered in Pace, FL. They manage $25,971,827 in 197 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.


Financial Advisors at The Retirement Planners, Usa, LLC
Showing 1 - 1 of 1 top financial advisors.
John E. Steele
CRD#: 1159049
4631 Chumuckla Highway, Pace, FL 32571

John Steele (CRD# 1159049) is an Investment Advisor Representative working at The Retirement Planners, Usa, LLC in Pace, FL and has over 34 years of experience in the finance industry. John Steele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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