In the Money Retirement Planning Limited Liability Company

Overview

In the Money Retirement Planning Limited Liability Company is a Connecticut-registered independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and delivery of educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify itself as an active ESG investor and operates only under state registration in Connecticut.

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Location & Offices