Overview
Assets Under Management: $429 million
Headquarters: GRIMES, IA
High-Net-Worth Clients: 258
Average Client Assets: $1 million
Frequently Asked Questions
MERKLE RETIREMENT PLANNING 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), MERKLE RETIREMENT PLANNING is subject to fiduciary duty under federal law.
MERKLE RETIREMENT PLANNING is headquartered in GRIMES, IA.
MERKLE RETIREMENT PLANNING serves 258 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, MERKLE RETIREMENT PLANNING offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MERKLE RETIREMENT PLANNING manages $429 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, MERKLE RETIREMENT PLANNING 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: 2040279
Last Filing Date: 2026-01-13 10:18:04