Retirement Researcher, LLC

Overview

Retirement Researcher, LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2018. The firm is individually owned and identifies itself as a capital allocator rather than a traditional asset-gathering advisory business. Its revenue model is fee-based, relying on hourly charges, subscription fees and fixed fees rather than asset-based advisory billing. The firm's advisory activities emphasize selecting other advisers, producing periodicals or newsletters, and delivering educational seminars or workshops. It is registered as a related adviser and does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices