RETIREMENT ROOTS WEALTH MANAGEMENT LLC

Overview

Retirement Roots Wealth Management LLC is organized as a limited liability company with an individual owner. The firm identifies itself as a capital allocator and provides financial planning services along with the selection of other advisers on behalf of clients. Its fee model includes hourly billing and other non-standard fee arrangements rather than the typical percentage-of-assets model. The firm does not self-identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activities. The combination of financial planning and adviser-selection services suggests a client engagement model that may emphasize advice and manager-sourcing over running internally managed, AUM-based strategies. The firm also lists an affiliation with an insurance company in its industry connections.

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Location & Offices