Retirement Planology, Inc.

EST. AUM
$204,239,286

CONTACTS
1

CLIENT ACCOUNTS
60

Firm Details

Metro area Washington, DC
CRD Number 171302
Website retirementplanology.com
Client types

Overview

Retirement Planology, Inc. is an Alexandria, Virginia–based RIA specializing in retirement plan consulting and fiduciary advisory services. The firm collaborates closely with employers, HR professionals, and plan sponsors to design and manage retirement solutions that optimize cost, compliance, and employee engagement. With approximately $190 million in regulatory AUM, the firm emphasizes tailored fiduciary guidance, financial wellness initiatives, and proactive plan oversight—helping organizations simplify complex retirement responsibilities and enhance participant outcomes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Retirement Planology, Inc.

Platform Details

Investment Preferences

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