DBA Big Money Retirement and Big Retirement

RIASEC Registered

Total AUM

$147M

Discretionary

$146M

99% of AUM

Avg account

$170K

Accounts

864

Employees

Advisory reps

Firm details

Headquarters: Greenville, South Carolina
CRD number: 318698
Registered since: January 2, 2026
Website: www.bigmoneyretirement.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.56%
HNWI41.73%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

DBA Big Money Retirement and Big Retirement is a limited liability company operating as an independent registered investment adviser. The firm is registered with the SEC (registered in 2026) and is owned by an individual. It serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-assets and fixed fees, and the firm also functions as an insurance broker. The advisory practice is not marketed as an ESG investor. The firm does not act as a capital allocator on behalf of outside managers; instead it places client assets with third-party managers where appropriate.