Rolek Retirement Planning

$239.2MAssets under management
as of Feb 2026 · SEC Form ADV
Berwyn, PA
Visit website
1 person on Advicer connected to this.

Tech stack

No one at Rolek Retirement Planning has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Rolek Retirement Planning's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $127M held · filed Aug 2024