RETIRESMART CONSULTING, LLC.

Overview

Retiresmart Consulting, LLC is a small, independent registered investment adviser that positions itself as a boutique wealth manager for individuals and families. The firm mixes fee models—percentage of AUM, hourly charges and fixed fees—to serve clients across financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Retiresmart explicitly lists exchange‑traded equities as its dominant public-market exposure while also allocating to third‑party managers for alternative strategies such as real estate, commodities and oil & gas. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser, which suggests a concentrated regional practice and a focus on traditional investment and retirement planning objectives.

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Public Holdings

Investments & Alternatives

Location & Offices