Wealth Manager
    SEC Registered
    Manages Private Funds

    Merkle Retirement Planning

    Registered investment advisor · Grimes, Iowa · CRD #297942

    Assets Under Management
    $569M
    Client Accounts
    2,896
    Employees
    30
    CRD Number
    297942
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Merkle Retirement Planning

    Merkle Retirement Planning is a registered investment advisory firm offering financial planning and portfolio management services with fee structures based on assets or hourly rates. It is registered with the SEC and operates under Elite Retirement Planning, LLC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Merkle Retirement Planning

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Merkle Retirement Planning's AUM?

    Merkle Retirement Planning reports approximately $569M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Merkle Retirement Planning headquartered?

    Merkle Retirement Planning is headquartered in Grimes, Iowa.

    What is Merkle Retirement Planning's CRD number?

    Merkle Retirement Planning's CRD number is 297942. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Merkle Retirement Planning manage?

    Merkle Retirement Planning manages approximately 2,896 client accounts according to its latest SEC filing.

    Is Merkle Retirement Planning SEC registered?

    Yes, Merkle Retirement Planning is registered with the SEC as an investment adviser with an approved registration status.

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