RETIRERIGHT CONSULTING GROUP

RIASEC RegisteredEst. 2019
Total AUM
$561M
Discretionary
$221M
39% of AUM
Avg account
$766K
Accounts
733
Employees
5
Advisory reps
5

Firm details

Headquarters
WEST DES MOINES, Iowa
CRD number
300925
Registered since
June 17, 2019
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans61.56%
  • HNWI27.31%
  • Individuals10.7%
  • Charitable Organizations0.42%
  • Corporations / Businesses0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Retireright Consulting Group is an SEC-registered independent RIA organized as a limited liability company and in operation since 2019. The firm serves both individual/family clients and institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mix includes asset-based fees as well as hourly and fixed-fee arrangements. Retireright identifies as an active ESG investor and lists an affiliation with an insurance company as part of its industry relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 11%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

3 of 5
  • BRIAN ORMORD

    Financial Advisor and Registered RepresentativeCRD 2470919

  • DIRK DIXON

    Financial AdvisorCRD 2908497

  • Timothy Olejniczak

    Financial AdvisorCRD 6331411

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST DES MOINES, IA

POLK

Location

WEST DES MOINES, IA

Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
1200 Vly W Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth