RETIRABLE

Overview

Retirable is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. The firm targets individual and family clients and small-business owners, combining financial planning and discretionary portfolio management with insurance brokerage capabilities. Its investment posture is equity-first: exchange-traded equities are the dominant holding type across client portfolios. Retirable charges clients either a percentage of assets under management or fixed fees and operates across multiple states while remaining owner-controlled by an individual. Retirable’s advisory work is aimed at mass-affluent households given the client size profile. The firm is not positioned as a capital allocator to external alternative fund managers and does not emphasize ESG investing. Its insurance-broker role informs the use of insurance-linked products — notably annuities — alongside traditional investment vehicles to address income, longevity and protection needs.

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Location & Offices