C.R. Retirement Strategies, LLC

Overview

C.R. Retirement Strategies, LLC is a small, independent registered investment advisor focused on serving individual and family clients, with advisory services that include financial planning and portfolio management for individuals and small businesses. The firm operates under a mixed fee model — percentage of AUM, hourly charges, and fixed fees — and maintains a conservative advisory posture: a larger share of assets are managed non‑discretionarily, consistent with a planning‑centric practice that implements client‑directed vehicles such as annuities and mutual funds. The adviser is not structured as a capital allocator running pooled funds, but it does place client capital with third‑party managers when appropriate. C.R. Retirement Strategies, LLC is not an active ESG investor and does not operate as a multi‑state adviser. The firm lists an insurance company affiliation, which aligns with its use of insurance products and annuities in client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices