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 a small, SEC-registered limited liability company whose public profile emphasizes research, publication, education and the selection of outside advisers rather than traditional asset gathering. The firm identifies itself as a capital allocator and lists activities that include curating or recommending other managers, publishing newsletters or periodicals, and running educational seminars and workshops. Its fee menu — hourly charges, subscription fees and fixed fees — aligns with an advice-, research- and subscription-oriented business model rather than percentage-based investment management. The firm is not identified as an active ESG investor and does not present itself as a multi-state advisory platform.
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
Owners & executives
1 of 1ALEJANDRO MURGUIA
CEOCRD 4773144
Contacts
3 of 4WADE PFAU
Principal, Director of Retirement ResearchCRD 6344036
JESSICA WUNDER
PrincipalCRD 4529546
PAULA FRIEDMAN
Managing PrincipalCRD 5439229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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