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THE RETIREMENT PLANNERS, USA, LLC
CRD 152870
8001 N 9TH AVE, PENSACOLA, FL, 32514, United States
Phone
850-995-1999
Fax
850-995-0200
Registration
— (—)
Source
State registered
Total AUM
$60.3M
Discretionary AUM
$60.3M
Team
2 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $50.2M |
| High net worth individuals | 6 | $10.1M |
All web addresses on file
Official SEC filing: View on IAPD