THE RETIREMENT PLANNERS, USA, LLC

RIASEC Registered

Total AUM

$60.3M

Discretionary

$60.3M

100% of AUM

Avg account

$150K

Accounts

401

Employees

Advisory reps

Firm details

Headquarters: PENSACOLA, Florida
CRD number: 152870
Website: www.theretirementplanners.com
Custodians: CHARLES SCHWAB & CO., INC., PACIFIC LIFE, MASS MUTUAL
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals83.26%
HNWI16.74%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Retirement Planners, USA, LLC is an independent Registered Investment Adviser operating as a limited liability company and owned by an individual. Its client focus is on individuals and families; the firm provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation comes through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm reports an affiliation with an insurance company and does not identify as an ESG investor, a multi-state adviser, or a capital allocator.