Retire Wise, LLC

Overview

Retire Wise, LLC is a Georgia-registered limited liability company owned by an individual that provides financial planning and portfolio management for individuals and small businesses alongside insurance brokerage services. The firm also offers selection-of-adviser services, acting as an allocator that places client capital with outside managers rather than relying solely on in‑house strategies. Retire Wise charges fees through a mix of percentage-of-AUM arrangements, hourly consulting rates, and fixed-fee engagements. The firm is single-state in its regulatory registration and does not list ESG investing as an active focus.

Investments & Alternatives

Location & Offices