Abaco Retirement Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abaco Retirement Advisors LLC provides non-discretionary asset management to individual clients and limited-scope ERISA advisory services to qualified retirement plans, including 401(k), 403(b), pension, profit-sharing and cash balance plans. The firm was formed in 2025 and, as an initial filing, reported no assets under management at the time of the brochure.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with portfolio construction and ongoing monitoring focused on asset allocation, mutual fund and ETF analysis, and periodic rebalancing; the firm obtains prior client approval before executing transactions. For retirement plans, it acts as a 3(21) fiduciary that assists with investment policy statements, selection and monitoring of plan options, participant education and periodic reporting, and may arrange for other plan service providers as agreed with the plan sponsor.
Noteworthy features include the firm’s combination of pension consulting/ERISA plan services on a flat 1% annual fee for plan assets alongside individual portfolio management, which the brochure identifies as an uncommon service mix for firms of this type. The principal also operates as an independent insurance agent and may receive commissions for insurance product sales, a disclosed source of potential conflict that the firm says it mitigates through disclosure and fiduciary procedures.
Client services
Expertise
Fee options
ERISA Plan Services charged a flat rate of 1% annually based on assets under management.
$0 - $100,000: 1.65% annually $100,001 - $500,000: 1.35% annually $1,000,001+: 1.0% annually
Investment Advisor Representatives receive commissions on insurance products; conflicts disclosed.
Main office
Stuart FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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