# Rolek Retirement Planning

> Rolek Retirement Planning is an SEC-registered investment advisory firm in Berwyn, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 285351
- Filed as: ROLEK RETIREMENT PLANNING
- Legal name: Rolek Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285351
- AdvisorCensus page: https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351

## Quick answers

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

**How much does Rolek Retirement Planning charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rolek Retirement Planning located?**
Rolek Retirement Planning's principal office is in Berwyn, PA, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rolek Retirement Planning registered with the SEC or a state?**
Rolek Retirement Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285351.

**How much does Rolek Retirement Planning manage?**
Rolek Retirement Planning reports $239,161,911 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**How have Rolek Retirement Planning's assets and staff changed since 2024?**
In the Form ADV data for Rolek Retirement Planning: Regulatory assets under management: $127,035,653 in the October 2024 data and $239,161,911 in the October 2026 data, up 88%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rolek Retirement Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (133); individuals (other than high net worth individuals) (129).

**Which custodians does Rolek Retirement Planning use?**
Rolek Retirement Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Rolek Retirement Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285351

**Does Rolek Retirement Planning state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "RWM generally does not impose a minimum size for establishing a relationship."

**What changed in Rolek Retirement Planning's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $165,573,599 to $239,161,911 (+44%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Investment advisory fees are based on the market value of assets under management at the end of the prior calendar quarter and range from 0.50% to 1.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: None

> RWM generally does not impose a minimum size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $239,161,911
- Discretionary: $239,161,911
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $60,102,055 |
| High net worth individuals | 133 | $179,059,856 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Newton, PA

### Websites listed on Form ADV (Item 1.I)
- rolekretirement.com
- Facebook @ROLEKRETIREMENT
- LinkedIn @kyle-rolek-b7b5b836
- X @ROLEKRETIREMENT
- YouTube @rolekretirementplanning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $127,035,653 | 1 | August 27, 2024 |
| October 2025 | $165,573,599 | 1 | January 13, 2025 |
| October 2026 | $239,161,911 | 1 | February 24, 2026 |

Regulatory assets under management: $127,035,653 in the October 2024 data and $239,161,911 in the October 2026 data, up 88%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $165,573,599 to $239,161,911 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rolek Retirement Planning (CRD 285351): Form ADV filing data as of October 2026.