# The Retirement Planners, USA, LLC

> The Retirement Planners, USA, LLC is a state-registered investment advisory firm in Pensacola, FL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 152870
- Filed as: THE RETIREMENT PLANNERS, USA, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pensacola, FL
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152870
- AdvisorCensus page: https://advisorcensus.com/firm/the-retirement-planners-usa-llc-pensacola-fl-152870

## Quick answers

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

**Where is The Retirement Planners, USA, LLC located?**
The Retirement Planners, USA, LLC's principal office is in Pensacola, FL, according to its Form ADV.

**Is The Retirement Planners, USA, LLC registered with the SEC or a state?**
The Retirement Planners, USA, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152870.

**How much does The Retirement Planners, USA, LLC manage?**
The Retirement Planners, USA, LLC reports $60,252,840 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**What types of clients does The Retirement Planners, USA, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (228); high net worth individuals (6).

**Does The Retirement Planners, USA, 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/152870

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,252,840
- Discretionary: $60,252,840
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $50,163,729 |
| High net worth individuals | 6 | $10,089,111 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [linkedln.com/theretirementplanners](https://linkedln.com/theretirementplanners)
- [theretirementplanners.com](https://theretirementplanners.com)
- Facebook @THERETIREMENTPLANNERS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Retirement Planners, USA, LLC (CRD 152870): Form ADV filing data as of October 2026.