Retirement Researcher, LLC
Firm details
- Headquarters
- Tysons, Virginia
- CRD number
- 297379
- Registered since
- August 17, 2018
- Website
- retirementresearcher.com
- Fee structure
- Hourly Charges, Subscription Fees, Fixed Fees
- Services
- Selection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Retirement Researcher, LLC is an institutional registered investment adviser organized as an LLC that registered with the SEC in 2018. The firm identifies as a capital allocator and is owned by an individual. Its business model emphasizes advisory and educational activities: it selects other advisers, publishes periodicals or newsletters, and runs educational seminars and workshops. Fees reported in the snapshot are non-transactional — hourly charges, subscription fees and fixed fees — consistent with a research-and-advice orientation rather than a transactional brokerage model. The firm is not described as an active ESG investor, and it is listed as a related adviser to other entities.
Assets & Accounts
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
Location
Tysons, VA
Fairfax
Location
Tysons, VA
Headquartered in Tysons, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1900 Gallows Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
KFA Private Wealth Group, LLC
RIATysons, VA
Variant Private Wealth LLC
RIATysons, VA
Harbour Capital Advisors, LLC
RIATysons, VA
Winston Paul Capital Management, Inc.
RIATysons, VA
Clarendon Capital, LLC
RIATysons, VA
Salio Capital LLC
RIATysons, VA