Mission Retirement Consulting, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 305259
- Website
- missionretirementplans.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mission Retirement Consulting, Inc. is organized as an institutional RIA that positions itself as a capital allocator serving an institutional client base. Its advisory scope emphasizes pension consulting-related activities, the selection of external advisers, and educational seminars or workshops. The firm offers fee arrangements that include a percentage-of-assets component as well as hourly and fixed-fee engagements. The dataset identifies the firm as owner-operated (individual owner) and notes that it is not an active ESG investor. Although pension consulting services are listed among its advisory activities, the firm is not flagged in the snapshot as a pension consultant; the profile therefore reads as a boutique institutional adviser that works with plan sponsors and other institutional clients on adviser selection and governance support rather than acting as a large-scale discretionary pension manager.
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
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Jason Brady
PresidentCRD 5671031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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