ROLEK RETIREMENT PLANNING

Overview

Rolek Retirement Planning is an independent, owner-operated limited liability company that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses—with insurance brokerage, periodic publications and client education through seminars and workshops. It is organized as an independent RIA and became SEC-registered in 2024. Investment activity skews toward equities. The firm shows a clear preference for exchange-traded instruments and manages portfolios on a discretionary basis for the majority of its clients. Rolek Retirement Planning is not an ESG-focused manager and does not operate as a multi-state adviser or pension consultant; its fee structure blends percentage-of-AUM and fixed fees.

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Public Holdings

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Location & Offices