The Retirement Planners, USA, LLC

RIASEC Registered

Total AUM

$60.3M

Discretionary

$60.3M

100% of AUM

Avg account

$150K

Accounts

401

Employees

Advisory reps

Firm details

Headquarters: Pensacola, Florida
CRD number: 152870
Website: www.theretirementplanners.com
Custodians: CHARLES SCHWAB & CO., INC., PACIFIC LIFE, MASS MUTUAL
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals83.26%
HNWI16.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Retirement Planners, USA, LLC is an independent RIA organized as an LLC and owned by an individual. Its client base is focused on individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm is not positioned as a capital allocator and does not report being an active ESG investor or a multistate adviser. It operates under a traditional advisory model rather than a multi-affiliate or related-adviser structure.