Overview
Assets Under Management: $429 million
Headquarters: GRIMES, IA
High-Net-Worth Clients: 258
Average Client Assets: $1 million
Frequently Asked Questions
ELITE RETIREMENT PLANNING, LLC 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 #297942), ELITE RETIREMENT PLANNING, LLC is subject to fiduciary duty under federal law.
ELITE RETIREMENT PLANNING, LLC is headquartered in GRIMES, IA.
ELITE RETIREMENT PLANNING, LLC serves 258 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, ELITE RETIREMENT PLANNING, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ELITE RETIREMENT PLANNING, LLC manages $429 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, ELITE RETIREMENT PLANNING, LLC 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 258
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.22
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,475
Discretionary Accounts: 2,475
Regulatory Filings
CRD Number: 297942
Filing ID: 1974711
Last Filing Date: 2025-03-31 19:13:00
Website: https://merkleteam.com