Franklin Retirement Solutions, Inc.

Overview

Franklin Retirement Solutions, Inc. is a Pennsylvania-registered corporate advisory firm that combines insurance brokerage and financial product distribution with fee-based advisory services. The firm is owned by an individual and describes itself as a capital allocator: it places client capital with third-party managers in addition to delivering direct advisory services. Advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation methods reported span percentage-of-AUM arrangements as well as hourly, fixed-fee and other fee structures. The firm identifies an industry affiliation with an insurance company and conducts business activity as an insurance broker and other financial product salesperson. It does not identify itself as an ESG-focused investor and reports activity confined to its state registration rather than as a multi-state advisor.

Investments & Alternatives

Location & Offices