The Retirement Planners, USA, LLC

Overview

The Retirement Planners, USA, LLC is a state registered investment adviser based in Pensacola, FL, registered since 2010. It reports $60.3M in assets under management across 401 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$60.3M

Discretionary

100%

Accounts

401

Average account

$15K

Employees

2

Advisory reps

1

Registered since

2010

Jurisdictions

6

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Esmeralda Margarita Steele Managing Member CRD 6736365
• Danny Gene Steele Chief Compliance Officer CRD 1519534

Advisory reps 1 of 1

• Danny Gene Steele Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1519534

Location

Headquarters

8001 N 9th Ave
Pensacola, FL 32514

County

Escambia

Metro area

Pensacola-Ferry Pass-Brent, FL

Region

South

Registrations

• State registered
• Registered in 6 jurisdictions
• Website: theretirementplanners.com

Every state, with registration dates

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