RETIREMENT ADVISORS, LLC

Overview

Retirement Advisors, LLC is a small, SEC-registered investment adviser formed as a limited liability company and operating since 2008. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory menu centers on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; the ADV shows pension consulting as an offered service while a separate pension-consultant registration flag is not indicated. Investment activity tilts toward pooled public funds rather than concentrated individual-stock strategies. The firm is not an active ESG investor and reports no capital-allocation mandate to run proprietary alternative asset programs; instead it relies on third‑party managers where it uses alternatives. Retirement Advisors charges on a mix of percentage‑of‑AUM, hourly and fixed‑fee basis and operates under an individual ownership structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices