Retirement Resources Wealth Management, LP
Firm details
- Headquarters
- El Paso, Texas
- CRD number
- 142428
- Website
- www.rrwealth.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Resources Wealth Management, LP is an independent, partnership-structured registered investment adviser that serves individuals and families. The firm offers financial planning and portfolio management specifically geared toward individual clients and small businesses. Its billing models include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm is not described as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds40%
- Investment Grade Corp Bonds35%
- Exchange Traded Equities20%
- Other4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Thomas Herbert
Managing PartnerCRD 5245636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Paso, TX
El Paso
Location
El Paso, TX
Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.
- Metro area
- El Paso-Las Cruces, TX-NM
- Region
- South
- County
- El Paso
- Address
- 7362 Remcon Cir
- Time zone
- CT (UTC-6)
- Office locations
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