Wealth Manager
    Manages Private Funds

    Retirement Planning Consultants Inc

    Registered investment advisor · South Charleston, West Virginia · CRD #310925

    Assets Under Management
    $27M
    Client Accounts
    145
    Employees
    1
    CRD Number
    310925
    Registration
    STATE Registered

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

    About Retirement Planning Consultants Inc

    Retirement Planning Consultants Inc is a registered investment advisory firm headquartered in South Charleston, West Virginia, managing approximately $27M in regulatory assets across 145 client accounts. The firm's full regulatory record is filed with the SEC under CRD #310925.

    Fee Structure

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

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    Frequently Asked Questions

    What is Retirement Planning Consultants Inc's AUM?

    Retirement Planning Consultants Inc reports approximately $27M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Retirement Planning Consultants Inc headquartered?

    Retirement Planning Consultants Inc is headquartered in South Charleston, West Virginia.

    What is Retirement Planning Consultants Inc's CRD number?

    Retirement Planning Consultants Inc's CRD number is 310925. 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 Retirement Planning Consultants Inc manage?

    Retirement Planning Consultants Inc manages approximately 145 client accounts according to its latest SEC filing.

    Is Retirement Planning Consultants Inc SEC registered?

    Retirement Planning Consultants Inc is registered as a STATE investment adviser.

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