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Retire Right Planning, LLC CRD 165272
$13.2M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Denver, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital Advisors | Denver | CO | 02/2014 | 08/2020 |
| Compound Planning | New York | NY | 11/2024 | 10/2025 |
| Motley Fool Wealth Management | Alexandria | VA | 09/2020 | 04/2024 |
| N/A - Study Time | Arvada | CO | 04/2024 | 11/2024 |
| Retire Right Planning, Llc | Denver | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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