Alejandro Murguia is a registered investment advisor at Retirement Researcher, LLC, based in Alexandria, VA, with 22 years of industry experience. Alejandro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Retirement Researcher offers a subscription-based Membership Academy starting at $899 per year or $99 per month. Membership includes access to an online community, archived webinars, course discounts, retirement preparedness calculators, and discounts on Retirement Income Style Awareness profiles.
- Online courses and workshops — Up to $5,000 depending on the scope, length, and topics covered
- Limited financial consulting — $200 to $1,000 per hour for general guidance on asset allocation and financial strategies
- Retirement Income Style Awareness profile guided analysis — Available with membership discounts through affiliates
Location
Alexandria, VA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alejandro is the owner and CEO of RISA, LLC, a company providing retirement income planning products for investment advisors. He promotes RISA through various channels, dedicating about 10-20% of his time during trading hours and minimal time outside trading hours.
Employment History
Current Registrations
Retirement Researcher, LLC
Mclean Asset Management CORP.
Previous Registrations
Retirement Researcher, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Philip Bartilucci, CFPWells Fargo Advisors
- David Evans, CFPBig "i" Advisory Resources, LLC
- Jeffrey Sheats, CFPStrategic Advisers LLC
- Philip Leopold, CFP, ChFCFirst Command Advisory Services
- Benjamin Lievestro, CFPFirst Command Advisory Services
- Joseph Bonaccorsy, CFPCore Fiduciary Advisors