CARDINAL RETIREMENT PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$127,415,483
Discretionary
$125,367,911
Non-discretionary
$2,047,572
Firm details
- CRD number
- 166545
- SEC file number
- 801-132974
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.