COCHRANMICKELS RETIREMENT SPECIALISTS, LLC

Overview

Cochranmickels Retirement Specialists, LLC is an independent registered investment adviser focused on delivering financial planning and discretionary portfolio management to individuals and small businesses. The firm operates as a limited liability company with individual ownership and structures client engagements across percentage‑of‑AUM, hourly, and fixed‑fee arrangements. Its stated advisory activities emphasize retirement planning and ongoing portfolio oversight rather than institutional pension consulting or broad multi‑state practice expansion. The firm does not position itself as an active ESG investor. Investment allocation shows a clear preference for pooled public investment vehicles as the foundation of client portfolios, complemented by select allocations to external real estate strategies. The business lists an insurance company affiliation among industry ties, which can influence product coverage or client servicing options for certain households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices