9AT: STONEHENGE RETIREMENT PLANNERS

STONEHENGE RETIREMENT PLANNERS

STONEHENGE RETIREMENT PLANNERS

GOLDFINGER ADVISORY GROUP LLC

STONEHENGE RETIREMENT PLANNERS LLC

Adviser Profile

As of Date	01/16/2026
Registration	SEC, Approved, 02/10/2023
Other registrations (9)	Nevada, Terminated, 03/17/2023 California, Terminated, 03/16/2023 Arizona, Termination Requested, 02/14/2023 California, Termination Requested, 02/14/2023 Nevada, Termination Requested, 02/14/2023 Arizona, Terminated, 02/14/2023 Nevada, Approved, 05/21/2020 Arizona, Approved, 04/05/2018 California, Approved, 03/07/2018
Contact Info	(31 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

Reported AUM

1 1 1 1

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Description of the Advisory Firm B. Types of Advisory Services for Retirement Plan Sponsors SRP offers financial education to clients that may include but is not limited to investment planning; life insurance; retirement planning; education planning; and debt/credit planning. Services Limited to Specific Types of Investments SRP generally limits its investment advice to only those investment choices found within the retirement plans of its clients. Such fund choices generally include mutual funds, fixed income funds, real estate funds, target date funds, exchange traded funds, money market funds, and government bond funds. SRP offers the same suite of services to all its Plan Sponsors. However, specific investment strategies and their implementation are dependent on the IPS (Investment Policy Statement). Plan Sponsors may not impose restrictions in investing in certain securities or types of securities in accordance with their

values or beliefs. A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. SRP does not participate in any wrap fee programs. If and when other fee structures are available, SRP will periodically review these options and discuss them with the plan fiduciaries. As of December 2023, SRP has approximately $300,000,000 in Assets Under Advisement. Total Assets Under Advisement Annual Fees $1 – And Up 0.05% - 1.50% The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior billing period. These fees are generally negotiable, and either the Client(s) or SRP may terminate the relationship with 30 days' written notice. C. Plan Sponsors Tailored Services and Imposed Restrictions D. Wrap Fee Programs E. Assets Under Advisement

STONEHENGE RETIREMENT PLANNERS

STONEHENGE RETIREMENT PLANNERS

GOLDFINGER ADVISORY GROUP LLC

STONEHENGE RETIREMENT PLANNERS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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STONEHENGE RETIREMENT PLANNERS STONEHENGE RETIREMENT PLANNERS GOLDFINGER ADVISORY GROUP LLC STONEHENGE RETIREMENT PLANNERS LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

STONEHENGE RETIREMENT PLANNERS

STONEHENGE RETIREMENT PLANNERS

GOLDFINGER ADVISORY GROUP LLC

STONEHENGE RETIREMENT PLANNERS LLC