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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- FusionOptima pioneer +more
- Established Date
- 01-13-2015
- Office Locations
- 1
Office Locations
About Plan2retire
PLAN2RETIRE is a Hagerstown, MD-based retail RIA serving individuals, families, retirees, and business owners with financial planning and discretionary portfolio management. Services include retirement plan guidance, tax and estate planning coordination, insurance/annuity planning, and portfolio construction using mutual funds, ETFs, and fixed income. The practice is founder-led and custodians include Altruist.
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Owner & Executives
JEFFREY ALAN BOWERS
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #2747053
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $82,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $82,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $187,222,877 | 13.5% |
| Equity - Exchange | $342,548,523 | 24.7% |
| Cash | $210,799,091 | 15.2% |
| Municipal Bonds | $306,490,784 | 22.1% |
| U.S. Government/Agency | $339,774,850 | 24.5% |
| Total | $1,386,836,125 | 100.0% |