# Retire Right Planning, LLC

> Retire Right Planning, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 165272
- Filed as: RETIRE RIGHT PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165272
- AdvisorCensus page: https://advisorcensus.com/firm/retire-right-planning-llc-165272

## Quick answers

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

**Is Retire Right Planning, LLC registered with the SEC or a state?**
Retire Right Planning, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165272.

**How much does Retire Right Planning, LLC manage?**
Retire Right Planning, LLC reports $13,153,225 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**What types of clients does Retire Right Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (3).

**Does Retire Right 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/165272

## 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: $13,153,225
- Discretionary: $13,153,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $9,167,871 |
| High net worth individuals | 3 | $3,985,354 |

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

### Firm details
- Registered since: 2012 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearpathlegacyplanning.com
- retirerightplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retire Right Planning, LLC (CRD 165272): Form ADV filing data as of October 2026.