Retirement Management Systems
Leonardtown, MD·SEC-registered · CRD #150351
Retirement Management Systems is an SEC-registered investment advisory firm in Leonardtown, MD managing $1.9B across 4.5k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.9B
Client accounts
4.5k
Advisory staff
5
Fee model
Fee-based
How Retirement Management Systems is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Retirement Management Systems
How much does Retirement Management Systems manage?
Per its most recent SEC Form ADV filing (05/18/2026), Retirement Management Systems reports $1.9B in regulatory assets under management across roughly 4.5k client accounts.
How does Retirement Management Systems charge?
Retirement Management Systems is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Retirement Management Systems a fiduciary?
Yes. Retirement Management Systems is registered with the U.S. Securities and Exchange Commission (CRD #150351), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Retirement Management Systems taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Retirement Management Systems and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Leonardtown, MD
Profile compiled from Retirement Management Systems's public SEC Form ADV filing (CRD #150351, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Retirement Management Systems. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Retirement Management Systems? Claim this profile.