Actify Investor Retirements, LLC

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Client assets under management

$5,839,953

Clients

220

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

110

Very High

Average account size

$26,545

About

Actify Investor Retirements, LLC advises retirement plan sponsors and individual IRA/SIMPLE IRA participants, primarily through payroll-deduction IRA arrangements and plan menu services. The firm provides investment advisory services, model-based portfolio management, and financial planning support for plan fiduciaries and individual participants.

Actify operates largely on a non-discretionary basis — most assets are managed with participant or sponsor direction, while limited discretionary authority exists for specific plan services. Its recommendations emphasize fundamental analysis implemented through five risk-based model portfolios determined by participant risk assessments, and the firm provides formal education to trustees, staff, and plan participants with most participant communications handled digitally.

Actify is wholly owned by Adaptable Systems Corporation and is affiliated with an insurance affiliate, a relationship the firm discloses as a potential conflict of interest; it also relies on integrated payroll, recordkeeping, and custody platforms and may receive revenue-share arrangements from some providers. The combination of a payroll-IRA delivery model, routine participant education, an insurance affiliation, and omnibus/recordkeeping arrangements — together with a client base that does not emphasize high-net-worth individuals — distinguishes Actify from many similarly sized advisors.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning

Fee options

Percentage

$0 - $250,000: 1.00% annually $250,001+: 0.50% annually

Other

Minimum fee: For Plans with Section 3(38) Investment Manager, minimum annual fee of $1,500 may apply. Fee-only: Investment advisory fees charged as percentage of AUM plus fixed fees; no commissions or sales-based compensation accepted.

Main office location

Actify Investor Retirements, LLC

230 Scientific Drive, Suite 100

Peachtree Corners GA 30092, United States

Number of offices

Most active in

District of Columbia · Georgia · Illinois · Maryland · Minnesota · New Jersey · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 678-252-9741

Advisors at this firm

Aria A

Series 65

Peachtree Corners, GA

Actify Investor Retirements, LLC

Aria Alvarez is a financial advisor at Actify Investor Retirements, LLC with a Series 65 license and one year of industry experience. Prior to joining Actify, she worked in corporate payroll services and held various roles in retail and management. Actify serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm emphasizes fundamental analysis and diversification to construct risk-based model portfolios while providing education and investment recommendations without comprehensive legal or tax advice.

General retirement planning

Jacob S

Series 65

Mankato, MN

Actify Investor Retirements, LLC

Jacob Staszak is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Actify Investor Retirements, LLC since 2017, following prior roles at Plan Administrators and Gradient Advisors. Outside of his advisory role, he serves as a regional vice president for Vestwell, a 401(k) recordkeeper. Actify Investor Retirements, LLC serves retirement plan sponsors and individual IRA and SIMPLE IRA participants, focusing on employer-sponsored retirement arrangements and payroll-deduction IRA programs. The firm offers retirement-plan consulting and portfolio management using pre-screened funds and risk-based model portfolios, primarily operating on a non-discretionary basis while providing educational programs and payroll-based IRA contribution services.

General retirement planning

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