A complete list of active advisors currently associated with 4/26 Retirement Income Planning & Wealth Management, LLC
Warmer can help you find a great advisor at 4/26 Retirement Income Planning & Wealth Management, LLC or one who fits your needs even better.
4/26 Retirement Income Planning & Wealth Management provides wealth management and financial planning to individuals and families and also offers retirement plan consulting and advisory services to corporations, pension and profit-sharing plans, and other institutional clients. Services include continuous portfolio advice for individuals, written financial plans addressing retirement income, estate and risk management, and ERISA-plan consulting and participant-level education. The firm operates in a non-discretionary capacity, performing an in-depth assessment of each client’s financial circumstances, goals, and risk tolerance before developing and recommending an investment plan that clients must approve. Investment recommendations draw on fundamental, technical, and cyclical analysis across equities, mutual funds, and fixed income, with account reviews at least quarterly and more frequently for material changes. Noteworthy aspects relative to peers include an affiliation with an insurance agency under common control through which advisors may offer insurance products, a disclosed source of potential conflict of interest. The firm also emphasizes service to corporate and retirement-plan clients while acting as an ERISA Section 3(21) fiduciary and reports that the bulk of its assets—about $27.35 million—are managed on a non‑discretionary basis, a profile that is less common among independent sole‑practitioner advisers.
To learn more about the advisors currently working at 4/26 Retirement Income Planning & Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Guaynabo, PR
| 31
|
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