THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.
WARWICK, RICRD 108705Latest ADV March 13, 2026
The Retirement Planning Company of New England, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Warwick, RI. Its latest Form ADV filing, dated March 13, 2026, reports $394M in regulatory assets under management, 4 employees, and 1,312 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
429
2
HNWI
24.0%
136
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$394Mas of March 13, 2026
Discretionary94.1%
$371M
94% of total RAUM94.1%
Non-discretionary5.9%
$23M
6% of total RAUM5.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$394M
Total Accounts1,312
10Y AUM Change+$277M (+236.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee142:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.