Family Retirement LLC

Overview

Family Retirement LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, combining financial planning, portfolio management for individual and small-business clients, and educational seminars. It also operates as an insurance broker, which shapes its advisory mix and product availability. Compensation is mixed: percentage-of-AUM fees are used alongside hourly charges and commission-based arrangements. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices