# Sanders Retirement Planning LLC

> Sanders Retirement Planning LLC is a state-registered investment advisory firm in Omaha, NE, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 333590
- Filed as: SANDERS RETIREMENT PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333590
- AdvisorCensus page: https://advisorcensus.com/firm/sanders-retirement-planning-llc-omaha-ne-333590

## Quick answers

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

**Where is Sanders Retirement Planning LLC located?**
Sanders Retirement Planning LLC's principal office is in Omaha, NE, according to its Form ADV.

**Is Sanders Retirement Planning LLC registered with the SEC or a state?**
Sanders Retirement Planning LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333590.

**How much does Sanders Retirement Planning LLC manage?**
Sanders Retirement Planning LLC reports $62,342,950 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (95% discretionary).

**What types of clients does Sanders Retirement Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (25).

**Does Sanders 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/333590

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,342,950
- Discretionary: $59,501,431
- Non-discretionary: $2,841,519

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $22,194,763 |
| High net worth individuals | 25 | $40,148,187 |
| 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
- Other

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

### Websites listed on Form ADV (Item 1.I)
- sandersretirement.com
- Facebook @Sanders-Retirement-Planning
- LinkedIn @sanders-retirement-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sanders Retirement Planning LLC (CRD 333590): Form ADV filing data as of October 2026.