RETIREMENT PLANNERS
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 134656
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges
- Client types
- Individuals100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Retirement Planners operates as a sole-proprietor independent RIA focused on individual and family clients. The adviser is owner-operated and bills clients on an hourly basis. Core advisory work centers on financial planning services, and the firm also conducts business as a real estate broker and insurance broker. It does not present itself as a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1VINCENT WILLIAMS
ConsultantCRD 2484490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EL SEGUNDO, CA
LOS ANGELES
Location
EL SEGUNDO, CA
Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 840 Apollo St
- Time zone
- PT (UTC-8)
- Office locations
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