Franklin Retirement Solutions, Inc.

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
2

Firm details

Headquarters
Horsham, Pennsylvania
CRD number
141788
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Franklin Retirement Solutions, Inc. is a Pennsylvania-registered corporate adviser operating under individual ownership. The firm functions as a capital allocator and combines insurance brokerage and financial product distribution with advisory services. Its advisory activities emphasize financial planning and the selection of third-party advisers, which suggests the firm arranges outside manager relationships rather than running a broad in-house investment platform. Fee arrangements include hourly charges, fixed fees and other non-asset-based pricing. The firm is not identified as an active ESG investor, and it is not described as a multi-state or newly formed adviser. Industry affiliation is listed as an insurance company, consistent with its brokerage and product-distribution activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Horsham, PA

Montgomery

Location

Horsham, PA

Headquartered in Horsham, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
555 Business Center Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth