# Cleveland Retirement Planning LLC

> Cleveland Retirement Planning LLC is a state-registered investment advisory firm in Westlake, OH, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 308911
- Filed as: CLEVELAND RETIREMENT PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308911
- AdvisorCensus page: https://advisorcensus.com/firm/cleveland-retirement-planning-llc-westlake-oh-308911

## Quick answers

**How is Cleveland Retirement Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cleveland Retirement Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cleveland Retirement Planning LLC located?**
Cleveland Retirement Planning LLC's principal office is in Westlake, OH, according to its Form ADV.

**Is Cleveland Retirement Planning LLC registered with the SEC or a state?**
Cleveland Retirement Planning LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308911.

**How much does Cleveland Retirement Planning LLC manage?**
Cleveland Retirement Planning LLC reports $48,837,988 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Cleveland Retirement Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Cleveland Retirement Planning 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/308911

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $48,837,988
- Discretionary: $48,837,988
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $6,084,060 |
| High net worth individuals | 22 | $42,753,928 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | Not reported |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [clevelandretirementplanning.com](https://clevelandretirementplanning.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cleveland Retirement Planning LLC (CRD 308911): Form ADV filing data as of October 2026.