RETIREMENT PLANOLOGY, INC.
CRD #171302 SEC #801-79679 ALEXANDRIA, VA 703-595-2829
SEC Registered
Total AUM
$204.2M
Discretionary
$77.2M
Employees
3
Clients
--
Accounts
60
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $204.2M | $77.2M | $127.1M | 3 | 0 |
| Mar 2025 | $204.2M | $77.2M | $127.1M | 3 | 0 |
| Mar 2024 | $191.6M | $58.1M | $133.6M | 3 | 0 |
| Mar 2023 | $146.9M | $31.7M | $115.2M | 3 | 0 |
| Jul 2022 | $267.7M | $26.3M | $241.3M | 3 | 0 |
| Apr 2022 | $267.7M | $26.3M | $241.3M | 3 | 0 |
| Mar 2022 | $267.7M | $26.3M | $241.3M | 3 | 0 |
| Apr 2021 | $258M | $23.7M | $234.3M | 2 | 0 |
| Feb 2020 | $229.6M | $16.2M | $213.3M | 2 | 0 |
| Mar 2019 | $180.9M | $9.5M | $171.5M | 2 | 0 |
| Mar 2018 | $157.9M | $9.9M | $148M | 1 | 0 |
| Aug 2017 | $138.9M | $8.6M | $130.3M | 1 | 11 |
| Aug 2017 | $138.9M | $138.9M | $0 | 1 | 11 |
| Jun 2017 | $140.9M | $7.9M | $133M | 1 | 11 |
| Mar 2017 | $140.9M | $7.9M | $133M | 1 | 11 |
| Mar 2016 | $100.7M | $3.4M | $97.3M | 1 | 11 |
| Aug 2015 | $99.6M | $40K | $99.6M | 1 | 11 |
| Mar 2015 | $99.6M | $40K | $99.6M | 1 | 11 |
DateOct 2025
Total AUM$204.2M
Discretionary$77.2M
Non-Disc.$127.1M
Employees3
Clients0
DateMar 2025
Total AUM$204.2M
Discretionary$77.2M
Non-Disc.$127.1M
Employees3
Clients0
DateMar 2024
Total AUM$191.6M
Discretionary$58.1M
Non-Disc.$133.6M
Employees3
Clients0
DateMar 2023
Total AUM$146.9M
Discretionary$31.7M
Non-Disc.$115.2M
Employees3
Clients0
DateJul 2022
Total AUM$267.7M
Discretionary$26.3M
Non-Disc.$241.3M
Employees3
Clients0
DateApr 2022
Total AUM$267.7M
Discretionary$26.3M
Non-Disc.$241.3M
Employees3
Clients0
DateMar 2022
Total AUM$267.7M
Discretionary$26.3M
Non-Disc.$241.3M
Employees3
Clients0
DateApr 2021
Total AUM$258M
Discretionary$23.7M
Non-Disc.$234.3M
Employees2
Clients0
DateFeb 2020
Total AUM$229.6M
Discretionary$16.2M
Non-Disc.$213.3M
Employees2
Clients0
DateMar 2019
Total AUM$180.9M
Discretionary$9.5M
Non-Disc.$171.5M
Employees2
Clients0
DateMar 2018
Total AUM$157.9M
Discretionary$9.9M
Non-Disc.$148M
Employees1
Clients0
DateAug 2017
Total AUM$138.9M
Discretionary$8.6M
Non-Disc.$130.3M
Employees1
Clients11
DateAug 2017
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees1
Clients11
DateJun 2017
Total AUM$140.9M
Discretionary$7.9M
Non-Disc.$133M
Employees1
Clients11
DateMar 2017
Total AUM$140.9M
Discretionary$7.9M
Non-Disc.$133M
Employees1
Clients11
DateMar 2016
Total AUM$100.7M
Discretionary$3.4M
Non-Disc.$97.3M
Employees1
Clients11
DateAug 2015
Total AUM$99.6M
Discretionary$40K
Non-Disc.$99.6M
Employees1
Clients11
DateMar 2015
Total AUM$99.6M
Discretionary$40K
Non-Disc.$99.6M
Employees1
Clients11