RETIREMENT CONSULTING GROUP, INC.

RIASEC RegisteredEst. 2020

Total AUM

$457M

Discretionary

$442M

97% of AUM

Avg account

$2.4M

Accounts

192

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 311184
Registered since: October 30, 2020
Website: www.retirementconsulting.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans71.78%
HNWI22.75%
Individuals3.19%
Charitable Organizations2%
Banking / Thrift Institutions0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Consulting Group, Inc. is an independent registered investment adviser that serves both individuals and institutional clients. The firm’s advisory menu centers on financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. Since its SEC registration in 2020 and under individual ownership, the firm operates primarily as a fee-based adviser working on a percentage of AUM as well as fixed-fee arrangements. Investment behavior shows a clear tilt toward pooled public vehicles: public funds and mutual funds make up the bulk of assets under management. The firm maintains a strongly discretionary posture, indicating it typically implements and adjusts portfolios on clients’ behalf. Retirement Consulting Group, Inc. is not positioned as an active ESG investor and does not identify as a multi-state adviser in its filings. While it does not operate as a capital allocator or run third-party fund platforms, it does place client capital with outside alternative managers when appropriate.