4/26 RETIREMENT INCOME PLANNING & WEALTH MANAGEMENT, LLC

Overview

4/26 Retirement Income Planning & Wealth Management, LLC is a small independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm operates primarily as a non-discretionary adviser, delivering advice and model recommendations while clients retain final trading authority. Fee arrangements are flexible and include a percentage-of-AUM component alongside hourly and fixed-fee engagements, which aligns with a practice that blends ongoing portfolio oversight with project-based planning work. The firm is not positioned as an ESG investor and does not present as a multi-state adviser. Business activity emphasizes retirement income planning and wealth management, with an insurance affiliation that suggests integration of insurance products or planning techniques (life insurance, annuities, long-term-care considerations) into client solutions. The adviser relies on third-party fund managers for alternative exposure and uses mutual funds and exchange-traded vehicles as core building blocks in client portfolios.

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Location & Offices