RETIREMENT COLLABORATIVE LLC

Overview

Retirement Collaborative LLC is an independent registered investment adviser focused on individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses and institutions, and offers pension consulting services. Its fee model is flexible — charging based on a percentage of assets under management, hourly fees, fixed fees and other arrangements — which accommodates both ongoing advisory relationships and project-based engagements. Investment activity shows a clear tilt toward public funds and mutual funds as the primary building blocks of client portfolios, supplemented by a range of alternative strategies. The adviser operates with largely discretionary authority, managing nearly all client assets on a discretionary basis. Retirement Collaborative is not positioned as a capital allocator or multi-state ESG specialist; it takes a traditional advisory role rather than operating third-party funds.

Assets & Accounts

Investments & Alternatives

Location & Offices