The Retirement Readiness Institute
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 151123
- Website
- www.employeefiduciary.com
- Custodians
- EPIC RETIREMENT PLAN SERVICES, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, ALERUS RETIREMENT SERVICES
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans64.48%
- Individuals27.71%
- Other7.81%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Retirement Readiness Institute is an LLC serving individual and family clients with a mix of advisory and insurance services. The firm offers portfolio management for individuals and small businesses alongside pension consulting-type services and operates as an insurance broker. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1Craig Freedman
Managing DirectorCRD 1600019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 7777 Glades Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Shealy Wealth Advisory LLC
RIABoca Raton, FL
Great Wealth Investments
RIABoca Raton, FL
OT Advisors LLC
RIABoca Raton, FL
BFA Wealth Management
RIABoca Raton, FL
RFM Investment Advisor
RIABoca Raton, FL
Strategic Investments & Insurance
RIABoca Raton, FL