DBA Big Money Retirement and Big Retirement

Overview

DBA Big Money Retirement and Big Retirement is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its business mix includes insurance brokerage services; fee arrangements reported are a combination of percentage-of-AUM fees and fixed fees. The firm is not identified as a capital allocator and does not self-report active ESG investing.

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Location & Offices