Retirement Consultants, INC.

Assets Under Management

$27.1M

Number of Clients

95

Number of Advisors

2

Average Client AUM

$285K

AUM per Advisor

$13.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Retirement Consultants offers discretionary investment management, retirement planning, and financial consulting services tailored to individuals, families, and related accounts. They also provide services to ERISA plans and referrals to third-party investment advisors. The firm helps clients clarify goals, assess risks, and implement disciplined strategies.

Fee Structure

Minimum Investment:$250K
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
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Location

1846 E. Innovation Park Drive, Tucson, AZ, 85755

2 Advisors at this firm

Retirement Consultants, Inc. | TrueAdvisor