RETIREMENT PLANOLOGY, INC.

CRD #171302 SEC #801-79679 ALEXANDRIA, VA 703-595-2829

SEC Registered

Total AUM

$204.2M

Discretionary

$77.2M

Employees

Clients

Accounts

Firm Details

No services reported

No compensation methods reported

Name	Type	Title / Status	Ownership	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	OWNER, CCO	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	Control
SHIPLEY, COURTENAY, VIRGINIA	I	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	Control
JEFFERIS, ADAM, JOHN	I	PRINCIPAL	B	Control
JEFFERIS, ADAM, JOHN	I	PRINCIPAL	B	Control
JEFFERIS, ADAM, JOHN	I	VICE PRESIDENT	B	Control
JEFFERIS, ADAM, JOHN	I	VICE PRESIDENT	B	Control
JEFFERIS, ADAM, JOHN	I	VICE PRESIDENT	B	Control

Oct 16, 2025 REGISTERED

DC MD SC TN VA

600 CAMERON STREET
SUITE 401
ALEXANDRIA, VA 22314
United States

Phone: 703-595-2829