CRD: 333590
Sanders Retirement Planning LLC
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- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2024
- Office Locations
- 1
Office Locations
About Sanders Retirement Planning LLC
Sanders Retirement Planning is an independent, fee-only fiduciary RIA focused on retirees and pre-retirees. The team (including a CFP professional and dedicated investment manager) delivers planning-first advice across retirement income, portfolio alignment, tax strategy, and coordination of insurance and estate planning. Based in Omaha and serving clients nationwide via video; typically best fit for $500k+ investable assets.
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Owner & Executives
Scott Robert Leise
Analyst, Chief Compliance Officer, Managing Member, PORTFOLIO MANAGER
- CRD
- #7286701
- Ownership
- 50% but less than 75%
LOGAN WESLEY SANDERS
Financial Planner, Managing Member, SENIOR FINANCIAL PLANNER
- CRD
- #6805792
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,501,431 | -- |
| Non-Discretionary | $2,841,519 | -- |
| Total | $62,342,950 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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