Monadnock Retirement Solutions, LLC

Overview

Monadnock Retirement Solutions, LLC operates as a small, independent RIA and insurance broker focused on individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, positioning itself more as an adviser and capital allocator than as a large discretionary asset manager. Its fee structure combines percentage-of-assets and fixed fees, and the filing indicates the firm is not an active ESG investor and does not operate as a multistate adviser. Investment activity centers on public funds and mutual funds; the firm lists itself as a user of mutual funds for client portfolios and as a selector of outside managers when appropriate. The filing shows all reported assets are non-discretionary, which aligns with a model that emphasizes client-directed investments, planning, and advisory relationships rather than broad in-house discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices