Franklin Retirement Solutions, Inc.
Firm details
- Headquarters
- Horsham, Pennsylvania
- CRD number
- 141788
- Website
- franklinrs.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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