Overview
Assets Under Management: $123 million
High-Net-Worth Clients: 26
Average Client Assets: $2.7 million
Frequently Asked Questions
CARDINAL RETIREMENT PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166545), CARDINAL RETIREMENT PLANNING, INC. is subject to fiduciary duty under federal law.
CARDINAL RETIREMENT PLANNING, INC. serves 26 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, CARDINAL RETIREMENT PLANNING, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CARDINAL RETIREMENT PLANNING, INC. manages $123 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, CARDINAL RETIREMENT PLANNING, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.80%
Average Client Assets: $2.7 million
Total Client Accounts: 251
Discretionary Accounts: 249
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 166545
Filing ID: 2054680
Last Filing Date: 2026-03-03 10:01:01