F2F Retirement, LLC

Overview

F2F Retirement, LLC is an independent RIA organized as an LLC and registered in Utah. The firm serves individual and family clients and is owned by an individual principal. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it also offers market-timing services and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Beyond investment advice, the firm’s business activities extend into brokerage and related services: it operates as a real estate broker and an insurance broker, provides accounting services, and acts as a salesperson for other financial products. The firm does not position itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices