Retirement Consulting Group, Inc.

RIASEC RegisteredEst. 2020

Total AUM

$457M

Discretionary

$442M

97% of AUM

Avg account

$2.4M

Accounts

192

Employees

Advisory reps

Firm details

Headquarters: Lake Oswego, Oregon
CRD number: 311184
Registered since: October 30, 2020
Website: www.retirementconsulting.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans71.78%
HNWI22.75%
Individuals3.19%
Charitable Organizations2%
Banking / Thrift Institutions0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Consulting Group, Inc. is an independent, privately owned registered investment adviser that provides fee-based financial advice to both individuals/families and institutional clients. Its charging model combines percentage-of-assets and fixed fees. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational seminars and workshops. It is not positioned as a multi-state adviser and does not identify as an active ESG investor.