# THE RETIREMENT PLANNERS, USA, LLC

THE RETIREMENT PLANNERS, USA, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** theretirementplanners.com

## Regulatory record

- **CRD number:** 152870
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152870

## About

THE RETIREMENT PLANNERS, USA, LLC is a state-registered investment adviser in Pensacola, FL. The firm manages approximately $60 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Does THE RETIREMENT PLANNERS, USA, LLC disclose assets under management?

No. The firm does not publicly report its AUM or regulatory filings such as Form ADV with the SEC, which is expected for an RIA of its size. Its AUM remains undisclosed (public record).

### Who are the principals of THE RETIREMENT PLANNERS, USA, LLC?

No named principals or advisors are publicly associated with the firm in business filings or news sources. Its ownership and leadership structure are not accessible via standard public databases (public record).

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Last updated: 2026-07-11T13:29:58.000Z

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