The Retirement Readiness Institute
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 151123
- Website
- www.employeefiduciary.com
- Custodians
- EPIC RETIREMENT PLAN SERVICES, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, ALERUS RETIREMENT SERVICES
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans64.48%
- Individuals27.71%
- Other7.81%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Retirement Readiness Institute is an LLC serving individual and family clients with a mix of advisory and insurance services. The firm offers portfolio management for individuals and small businesses alongside pension consulting-type services and operates as an insurance broker. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1Craig Freedman
Managing DirectorCRD 1600019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 7777 Glades Rd
- Time zone
- ET (UTC-5)
- Office locations
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