# Stonehenge Retirement Planners

> 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.

- CRD: 292489
- Filed as: STONEHENGE RETIREMENT PLANNERS
- Legal name: Stonehenge Retirement Planners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292489
- AdvisorCensus page: https://advisorcensus.com/firm/stonehenge-retirement-planners-292489

## Quick answers

**How 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

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Account minimum: $10,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $10,000, which may be waived by SRP in its discretion.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 350 | $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 | Not reported | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, LA, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Laguna Hills, CA
- Scottsdale, AZ

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 1 | February 14, 2023 |
| October 2024 | Not reported | 1 | January 2, 2024 |
| October 2025 | Not reported | 1 | February 6, 2025 |
| October 2026 | Not reported | 1 | January 16, 2026 |

Total employees: 1 in October 2023 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in CO, LA, OR, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonehenge Retirement Planners (CRD 292489): Form ADV filing data as of October 2026.