RIA · CRD 333590SEC-Registered

Updated:

Sanders Retirement Planning

Sanders Retirement Planning is a US-based RIA providing retirement-focused financial planning and portfolio management to individual clients.

Sanders Retirement Planning

SANDERS RETIREMENT PLANNING LLC is an SEC-registered investment adviser in OMAHA, NE. The firm manages $62 million in assets, $60 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Who runs investment decisions at Sanders Retirement Planning?

The firm has not publicly disclosed its leadership or investment committee structure. As a small RIA without a website or LinkedIn presence, decision-making likely rests with its founding or managing principal, but no named individuals are confirmed in public records.

Does Sanders Retirement Planning manage institutional capital?

There is no public indication that the firm serves institutional allocators. Its stated name and business classification suggest a focus on retail retirement planning for individual clients. No family office, endowment, or pension relationships are documented.

What is Sanders Retirement Planning's known investment approach?

Without public disclosures, the firm's specific investment philosophy cannot be determined. As a retirement-focused RIA, it likely employs goal-based planning and model portfolios emphasizing cost-efficient, diversified exposure. No proprietary strategies or alternatives programs are reported.

Where does Sanders Retirement Planning source its clients?

Given the lack of a public website or digital presence, client acquisition likely relies on local referrals, community relationships, or traditional networking. No public marketing channels or institutional distribution partnerships are evident.

Is Sanders Retirement Planning affiliated with a larger platform or broker-dealer?

No public records confirm an affiliation with an aggregator, broker-dealer, or roll-up platform. The firm appears to operate independently, though the absence of a website limits visibility into its corporate structure or custody relationships.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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