RETIREMENT ADVISORS, INC.

RIASEC RegisteredEst. 2018
Total AUM
$160M
Discretionary
$157M
98% of AUM
Avg account
$395K
Accounts
404
Employees
3
Advisory reps
1

Firm details

Headquarters
MOBILE, Alabama
CRD number
122122
Registered since
March 20, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.38%
  • Individuals17.62%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Retirement Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2018. The firm is owned by an individual and focuses on serving individual and family clients through fee-based portfolio management and financial planning, charging a percentage of assets under management. Its practice is oriented toward advisory relationships with individuals and small businesses rather than institutional pension consulting or multi-state advisory networks. Retirement Advisors does not self-identify as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • STEPHEN HAIDT

    PresidentCRD 1484387

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MOBILE, AL

MOBILE

Location

MOBILE, AL

Headquartered in MOBILE, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.

Metro area
Mobile-Daphne-Fairhope, AL
Region
South
County
MOBILE
Address
1009 Downtowner Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth