First Light Retirement, LLC offers consulting services to pension and employee benefit plans, including 401(k) plans. These services include identifying investment objectives, providing guidance on asset classes, recommending money managers, monitoring performance, and recommending other service providers. FLRL primarily recommends equities and fixed income, but may use other securities to diversify portfolios.
Assets Under Management$720M
Clients21
Advisors2
Avg. per Client$34M
Avg. per Advisor$360M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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