Wade Pfau is a CFA-designated registered investment advisor at Retirement Researcher, LLC, based in Coppell, TX, with 12 years of industry experience. Wade 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
213 Chestnut Lane, Coppell, TX, 75019
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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
Wade is a sole proprietor providing educational content for financial advisors since 2011, and is involved with RISA, LLC, Retirement Researcher, and Wealth Building Cornerstones. These activities involve providing educational content, promoting retirement income planning tools, and consulting on research ideas, taking about 10-20% of Wade's time overall.
Employment History
Current Registrations
Retirement Researcher, LLC
Mclean Asset Management CORP.
Previous Registrations
Retirement Researcher, LLC
State Registrations2 states
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
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