Retirement Planning Consultants Inc
- Regulatory AUM
- $29.6M
- Discretionary
- $29.6M
- Clients
- 100
- Avg AUM / client
- $296K
- Accounts
- 163
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Nov 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $28.5M | 96.3% |
| Corporations and other businesses | 5 | $490K | 1.66% |
| Other | 4 | $614K | 2.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Accentcare 401(k) Retirement Savings Plan Accentcare, Inc. | 2024 | |
| Behavioral Health Specialists Retirement Plan Behavioral Health Specialists, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric J Ayersman | Registered representative | CFP | Sep 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Accentcare 401(k) Retirement Savings Plan | Accentcare, Inc. | 27,234 | $355M | 01/01/2024 |
| Behavioral Health Specialists Retirement Plan | Behavioral Health Specialists, Inc. | 90 | $2.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 06, 2026.
View current Form ADV (SEC/IAPD) ↗