This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$120MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$108M

Private client RAUM

$120MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$59.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

563

Individual clients

160

High net worth clients

63

Custody, client assets

$120M

SEC number

801-135926

CRD

173691

Filings on the tape

2

First filed

Mar 23, 2026

Latest filed

May 27, 2026

Organised

Corporation, OH

Website

plans2retire.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:240769cf-15ca-847f-8652-ffe1ef71c1d0

First observed

Mar 23, 2026

Last observed

May 27, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.