Roman Retirement Planning, LLC
Roman Retirement Planning, LLC (CRD# 306871) is a financial advisory firm headquartered in Mashpee, MA. They manage $41,645,349 in 299 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management42MILLION
-
Total Number of Accounts299ACCOUNTS
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Average Account Value$139,282
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA
Financial Advisors at Roman Retirement Planning, LLC
1
Susan Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry.
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