ELITE RETIREMENT PLANNING, LLC
Doing business as MERKLE RETIREMENT PLANNING. SEC Form ADV profile.
Total regulatory AUM
$568,827,090
Discretionary
$568,827,090
Non-discretionary
$0
Firm details
- CRD number
- 297942
- SEC file number
- 801-118564
- Main office
- GRIMES, IA, United States
- Employees
- 30
- SEC status
- Approved
- Website
- https://merkleplan.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.