Retirement Portfolios, LLC

RIASEC RegisteredEst. 2025

Total AUM

$290M

Discretionary

$290M

100% of AUM

Avg account

$1.1M

Accounts

253

Employees

Advisory reps

Firm details

Headquarters: Lawrence, Kansas
CRD number: 330289
Registered since: January 8, 2025
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI41.38%
Corporations / Businesses33.1%
Individuals25.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Portfolios, LLC is an independent Registered Investment Adviser structured as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, providing a mix of financial planning and portfolio management services across individuals, small businesses and institutions. Its advisory capabilities include selecting third-party managers, offering market timing services and running educational seminars and workshops. Retirement Portfolios also operates as an insurance broker and provides accounting services, and it bills through a combination of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not classified as a multi-state or pension consultant adviser.