FFG RETIREMENT COUNSELING
Firm details
- Headquarters
- CENTENNIAL, Colorado
- CRD number
- 308305
- Registered since
- September 2, 2020
- Website
- www.ffgretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.59%
- Individuals14.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FFG Retirement Counseling is an independent registered investment adviser structured as a limited liability company and focused on serving individuals and families. The firm combines financial planning with discretionary portfolio management for individual and small-business clients, charging a mix of percentage-of-assets and fixed fees. It does not position itself as a capital allocator, is not an active ESG investor, and is organized to serve a concentrated retail client base rather than institutional or pension mandates. Investment activity shows a clear tilt toward liquid, exchange-traded instruments. The adviser relies heavily on ETFs for core exposure and uses third‑party fund managers for alternative strategies such as hedge funds. That mix suggests a preference for manager access where needed (hedge funds) while maintaining cost-efficient, transparent core exposures through ETFs and mutual funds. The firm is not registered as a multi‑state adviser and has been SEC registered since 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1SEAN O'REILLY
COOCRD 3241237
Contacts
1 of 1BLAKE BARNETT
Senior PlannerCRD 5713662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$195M in ETFs
58%
$113M
25%
$81.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JOHN HANCOCK MORTGAGE-BACKED SECURITIES ETF (JHMB) | John Hancock | Active | Intermediate Core Plus Bond | $10.2M | 463,251 | 5.23% |
Location
CENTENNIAL, CO
ARAPAHOE
Location
CENTENNIAL, CO
Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 5975 S Quebec St
- Time zone
- MT (UTC-7)
- Office locations
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