# 4/26 Retirement Income Planning & Wealth Management, LLC

> 4/26 Retirement Income Planning & Wealth Management, LLC is a state-registered investment advisory firm in Guaynabo, PR, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 312258
- Filed as: 4/26 RETIREMENT INCOME PLANNING & WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Guaynabo, PR
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312258
- AdvisorCensus page: https://advisorcensus.com/firm/4-26-retirement-income-planning-and-wealth-management-llc-guaynabo-pr-312258

## Quick answers

**How is 4/26 Retirement Income Planning & Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 4/26 Retirement Income Planning & Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is 4/26 Retirement Income Planning & Wealth Management, LLC located?**
4/26 Retirement Income Planning & Wealth Management, LLC's principal office is in Guaynabo, PR, according to its Form ADV.

**Is 4/26 Retirement Income Planning & Wealth Management, LLC registered with the SEC or a state?**
4/26 Retirement Income Planning & Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312258.

**How much does 4/26 Retirement Income Planning & Wealth Management, LLC manage?**
4/26 Retirement Income Planning & Wealth Management, LLC reports $27,353,912 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (0% discretionary).

**What types of clients does 4/26 Retirement Income Planning & Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (9); corporations or other businesses not listed above (7).

**Does 4/26 Retirement Income Planning & Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312258

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,353,912
- Discretionary: $0
- Non-discretionary: $27,353,912

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $3,385,164 |
| High net worth individuals | 9 | $6,750,969 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,318,401 |
| Corporations or other businesses not listed above | 7 | $15,899,378 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 4/26 Retirement Income Planning & Wealth Management, LLC (CRD 312258): Form ADV filing data as of October 2026.