THIRD ACT RETIREMENT PLANNING, INC.

RIASEC Registered

Total AUM

$30.4M

Discretionary

$30.4M

100% of AUM

Avg account

$172K

Accounts

177

Employees

Advisory reps

Firm details

Headquarters: MARIETTA, Georgia
CRD number: 122785
Website: thirdactretirement.com
Custodians: SCHWAB ADVISOR SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80%
Individuals20%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Third Act Retirement Planning, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services to individuals and families. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. The firm does not engage in capital allocation activities and is not classified as a multi-state adviser. Third Act Retirement Planning, Inc. generates revenue through a combination of fees based on assets under management, hourly charges, and fixed fees.