Retire Wise, LLC
Firm details
- Headquarters
- Lawrenceville, Georgia
- CRD number
- 344333
- Website
- retirewisepro.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Retire Wise, LLC is an individually owned Georgia-based limited liability company that provides financial planning and portfolio management services for individuals and small businesses. The firm supplements advisory work by selecting third-party advisers on clients’ behalf and also operates as an insurance broker. It charges clients using a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Retire Wise does not position itself as an ESG-focused investor and is registered only at the state level in Georgia.
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
Lawrenceville, GA
Gwinnett
Location
Lawrenceville, GA
Headquartered in Lawrenceville, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 344 Scenic Hwy
- Time zone
- ET (UTC-5)
- Office locations
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