RETIREWISE TAX AND WEALTH ADVISORS, INC.

RIASEC RegisteredEst. 2024

Total AUM

$243M

Discretionary

$243M

100% of AUM

Avg account

$248K

Accounts

979

Employees

Advisory reps

Firm details

Headquarters: TOPEKA, Kansas
CRD number: 284394
Registered since: April 8, 2024
Website: retirewisepath.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI70.25%
Individuals27.23%
Pension & Profit Sharing Plans2.47%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirewise Tax And Wealth Advisors, Inc. is an independent, corporation-form registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm bills itself as a capital allocator and serves both individual/family and institutional clients. Its primary fee arrangement is a percentage of assets under management. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars/workshops. The firm is not identified as an active ESG investor and reports an industry affiliation with an insurance company.