Retirement Researcher, LLC offers online courses, workshops, and a subscription-based Membership Academy designed to help clients understand retirement income planning, investment portfolio construction, and general financial strategies. The firm also provides limited, general consulting on asset allocation and financial concepts. Retirement Researcher does not directly manage investments, oversee portfolios, or execute trades. Instead, when clients want ongoing investment management or advisory services, Retirement Researcher acts as a solicitor, recommending independent investment advisors—including its affiliate, McLean Asset Management Corporation—and receiving recurring referral fees from them. Additionally, the firm offers guidance on insurance needs through affiliated entities. The firm emphasizes education and research-backed retirement strategies, such as Retirement Income Style Awareness profiling, to help individuals prepare for retirement.
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