DBA Big Money Retirement And Big Retirement

RIASEC RegisteredEst. 2026

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 operates as an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration recorded for 2026) and is owned by an individual. Its client mix includes both individual and family clients as well as some institutional relationships. Service lines combine financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage activities. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser.