Tangent Retirement

Overview

Tangent Retirement is organized as a corporation and operates as an independent registered investment adviser focused on individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and also uses hourly billing for some services. According to available filings, Tangent Retirement is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and does not report pension consulting or related-adviser activities on its public filing.

Assets & Accounts