RETIREMENT WEALTH GUIDANCE LLC

Overview

Retirement Wealth Guidance LLC is a small, independent registered investment adviser run by an individual owner that focuses on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm structures fees as a combination of a percentage of assets under management and hourly charges, which supports both ongoing portfolio oversight and one-off planning engagements. Investment activity centers on pooled public funds as the primary vehicle for client exposure, supplemented by allocations to real estate via third‑party managers. The adviser maintains both discretionary and non‑discretionary relationships with clients, but most client assets sit in non‑discretionary arrangements. The firm does not emphasize ESG investing and operates at a scale that favors personalized service and education over large-scale institutional offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices