Golden Retirement Advisors, Inc.

Overview

Golden Retirement Advisors, Inc. is organized as a domestic corporation that operates as an institutional registered investment adviser and identifies itself as a capital allocator. Ownership is recorded as a mix of a domestic entity and individual ownership. The firm’s advisory model emphasizes manager selection and client education: it performs selection of other advisers and runs educational seminars or workshops. Its stated fee approach is non-asset-based, relying on hourly charges and fixed fees rather than percentage-of-assets billing. The firm does not present itself as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant. It lists an affiliation with an insurance company, which is consistent with the use of insurance products in its solutions and with an advisory emphasis on retirement-related planning.

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Location & Offices