Kaizen Retirement Plan Advisors, LLC

Overview

Kaizen Retirement Plan Advisors, LLC is an SEC-registered limited liability company that provides advisory services to both individual/family and institutional clients. The firm’s business model centers on portfolio management for individuals and small businesses, supplemental pension consulting, and educational seminars or workshops for plan sponsors and participants. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Regulatory and structural notes in the filing show an owner-type listed as an individual and the firm is classified as unclassified. The firm does not identify as an active ESG investor and is not set up as a multistate adviser in the disclosed materials.

Assets & Accounts

Investments & Alternatives

Location & Offices