F2F RETIREMENT, LLC

RIASEC Registered

Total AUM

$41.4M

Discretionary

$38M

92% of AUM

Avg account

$93.1K

Accounts

445

Employees

Advisory reps

Firm details

Headquarters: TOOELE, Utah
CRD number: 164005
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

F2F Retirement, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, and it offers a mix of planning and discretionary portfolio services targeted at individuals and small businesses. Its advisory menu includes financial planning, portfolio management, market timing services, and client education through seminars and workshops. Beyond advisory work, the firm engages in several product and transactional activities: real estate brokerage, insurance brokerage, accounting services, and the sale of other financial products. Its fee arrangements are flexible and include assets‑under‑management fees, hourly charges, and fixed fees. The firm is not positioned as an active ESG investor and does not identify as a multi‑state adviser or capital allocator.