DBA Big Money Retirement and Big Retirement

Overview

DBA Big Money Retirement / Big Retirement is organized as a limited liability company and operates as an independent registered investment adviser. The firm completed SEC registration in 2026 and is owned by an individual. Its client mix spans individuals and families as well as institutional relationships, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm also conducts insurance brokerage activity, which can complement its annuity and insurance-related solutions. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm is not structured as a third-party capital allocator; its stated investment orientation favors equities as the primary asset class.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices