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They include 429 individual clients, 136 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Retirement Planning Company of New England offer?","answer":"The Retirement Planning Company of New England provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does The Retirement Planning Company of New England use?","answer":"The Retirement Planning Company of New England’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $394M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Retirement Planning Company of New England have?","answer":"The Retirement Planning Company of New England has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Retirement Planning Company of New England invest in?","answer":"At the end of its last fiscal year, The Retirement Planning Company of New England’s separately managed accounts held 65% exchange-traded equities, 15% non-exchange-traded equities, 14% investment grade corporate bonds, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Retirement Planning Company of New England?","answer":"The Retirement Planning Company of New England’s direct owner is David Allaire (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Retirement Planning Company of New England get paid?","answer":"The Retirement Planning Company of New England is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is The Retirement Planning Company of New England registered with the SEC?","answer":"Yes, The Retirement Planning Company of New England has been registered with the SEC as an investment adviser since 13 October 1998. Its CRD number is 108705 and its SEC file number is 801-55956.","source":"Form ADV Part 1A, Item 1, filed 13 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact The Retirement Planning Company of New England?","answer":"The Retirement Planning Company of New England’s main office is at 1287 Post Road, Warwick, RI 02888. 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