SYMPHONY RETIREMENT PARTNERS LLC

RIASEC Registered

Total AUM

$39.2M

Discretionary

$39.2M

100% of AUM

Avg account

$413K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ROUND ROCK, Texas
CRD number: 300990
Website: www.symphonyretirement.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.85%
Individuals31.72%
Pension & Profit Sharing Plans7.43%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Symphony Retirement Partners LLC is an independent, owner-operated RIA that combines portfolio management, financial planning and pension consulting with insurance brokerage capabilities. The firm emphasizes discretionary management—its reported assets are entirely discretionary—and structures client engagements on a percentage-of-AUM and fixed-fee basis. Client segments include individuals and families as well as select institutional relationships, and the firm acts as a capital allocator when sourcing third-party managers and funds. Investment activity centers on publicly available mutual funds as the primary vehicle, while the firm also allocates to external real estate strategies. Service offerings include selection of other advisers, which the firm uses to access specialized strategies or fill capability gaps for plan sponsors and high-net-worth households. Symphony Retirement Partners reports it is not an active ESG investor and is not registered as a multi-state adviser.