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 organized as an LLC and listed as SEC-registered in 2025. The firm is individually owned and positions itself as a capital allocator for individuals and families, offering fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Its broader business footprint includes insurance brokerage and accounting services alongside investment advice. Advisory services cover comprehensive financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm also performs selection of other advisers, offers market timing services, and runs educational seminars and workshops. Retirement Portfolios is not identified as an active ESG investor and does not operate as a multi-state adviser.