AdvisorCensus / Financial advisors / Stonehenge Retirement Planners
Stonehenge Retirement Planners
Filed as STONEHENGE RETIREMENT PLANNERS · Legal name Stonehenge Retirement Planners LLC
Stonehenge Retirement Planners is an SEC-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated January 16, 2026.
Quick answers
From the filingHow is Stonehenge Retirement Planners compensated?
On its Form ADV (Item 5.E, October 2026), Stonehenge Retirement Planners reports these compensation arrangements: other.
Is Stonehenge Retirement Planners registered with the SEC or a state?
Stonehenge Retirement Planners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 292489.
How have Stonehenge Retirement Planners' assets and staff changed since 2023?
In the Form ADV data for Stonehenge Retirement Planners: Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Stonehenge Retirement Planners serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (350).
Does Stonehenge Retirement Planners 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/292489
Does Stonehenge Retirement Planners state an account minimum?
Its Form ADV Part 2A brochure dated January 15, 2026 says: "There is an account minimum of $10,000, which may be waived by SRP in its discretion."
What changed in Stonehenge Retirement Planners' recent Form ADV filings?
In the February 2026 filing data: Registered or notice-filed in CO, LA, OR, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $10,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $10,000, which may be waived by SRP in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated January 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Stonehenge Retirement Planners LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the February 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | January 16, 2026 |
| October 2025 | Not reported | 1 | February 6, 2025 |
| October 2024 | Not reported | 1 | January 2, 2024 |
| October 2023 | Not reported | 1 | February 14, 2023 |
Total employees: 1 in October 2023 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Registered or notice-filed in CO, LA, OR, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stonehenge Retirement Planners (CRD 292489): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stonehenge-retirement-planners-292489