# Retirement Money Management

> Retirement Money Management is a state-registered investment advisory firm in Sarasota, FL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 145149
- Filed as: RETIREMENT MONEY MANAGEMENT
- Legal name: Successful Money Management of Sarasota, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145149
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-money-management-sarasota-fl-145149

## Quick answers

**How is Retirement Money Management compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Money Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Retirement Money Management located?**
Retirement Money Management's principal office is in Sarasota, FL, according to its Form ADV.

**Is Retirement Money Management registered with the SEC or a state?**
Retirement Money Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 145149.

**How much does Retirement Money Management manage?**
Retirement Money Management reports $41,605,216 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (0% discretionary).

**What types of clients does Retirement Money Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (10).

**Does Retirement Money Management 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/145149

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,605,216
- Discretionary: $0
- Non-discretionary: $41,605,216

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $26,166,216 |
| High net worth individuals | 10 | $15,439,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Money Management (CRD 145149): Form ADV filing data as of October 2026.