RETIREMENT LIFESTYLES ADVISORY GROUP

Overview

Retirement Lifestyles Advisory Group is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities. Its advisory mandate emphasizes equity exposure — the ADV shows a strong tilt toward exchange-traded equities — and the firm appears to manage client relationships primarily on a non‑discretionary basis, meaning clients retain final trading authority while the adviser provides recommendations and planning. The practice uses a mix of fee arrangements (percentage of assets under management, hourly and fixed fees) which accommodates ongoing portfolio oversight as well as project-based planning work. Given the client focus and account sizes, the firm likely positions public equities and ETFs as the core of client portfolios, layered with mutual funds and selective alternative allocations for diversification or return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices