LAWLEY RETIREMENT ADVISORS

Overview

Lawley Retirement Advisors LLC is a retirement-focused advisory firm that operates primarily as a pension consultant and institutional adviser. Registered with the SEC in 2016, the firm serves institutional clients and combines advisory consulting with business activities as a registered representative of a broker-dealer and as an insurance broker. Its fee model is a mix of percentage-of-AUM, hourly charges and fixed fees, reflecting a consulting-oriented arrangement rather than a pure discretionary asset manager. The firm's asset management posture is heavily advisory: most client relationships are non-discretionary, where plan sponsors retain investment decision authority and Lawley Retirement Advisors provides guidance, manager selection and oversight. Custody relationships with Principal Financial Group, Fidelity and T. Rowe Price, and a heavy allocation to public funds and mutual funds, underscore a focus on pooled and collective vehicles commonly used in retirement plan management and institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices