RETIREMENT RESOURCES, LLC

Overview

Retirement Resources, LLC is an independent registered investment adviser organized as a limited liability company and operating primarily for individual and family clients. The firm emphasizes discretionary portfolio management and comprehensive financial planning for individuals and small businesses, and it also provides selection of outside advisers, publishes periodic client materials, and runs educational seminars and workshops. Retirement Resources uses a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — which allows flexibility across planning-only and ongoing-managed relationships. Investment allocation is centered on public funds and mutual funds as the dominant sleeve, with the firm acting as a capital allocator to third-party managers where appropriate. Retirement Resources is not positioned as an ESG-focused investor and does not identify as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices