C.R. Retirement Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
C.R. Retirement Strategies is a small, Indiana‑registered independent adviser that provides investment advisory services, portfolio management, retirement planning and financial planning to individuals, trusts and estates, with an emphasis on high‑net‑worth clients; the firm reports managing about $1.8 million across roughly nine client relationships. It offers both discretionary and non‑discretionary portfolio management as well as standalone financial planning engagements.
The firm’s investment process combines fundamental, technical, cyclical and economic analysis and may employ either active or passive management depending on a client’s objectives and risk tolerance; ongoing reviews and delegated trading authority are used to implement recommendations. CRRS uses model outputs as one input but reports that professional judgment guides final allocation and trade decisions, and it pursues both long‑ and short‑term trades alongside strategic asset allocation.
Notable distinctions include an affiliated insurance practice: a principal is a licensed insurance agent who may recommend and sell life insurance and annuities for separate commission compensation, an arrangement disclosed as a potential conflict and identified as taking approximately 32 hours per month during trading hours. The firm is also a very small, solo practitioner operation that does not take custody of client assets and relies on qualified custodians for fee deduction and reporting.
Client services
Expertise
Fee options
Fixed fees for financial planning $2,500 to $15,000 (negotiable)
0.50% to 1.50% annually (negotiable based on complexity, asset level, and relationship)
$200 to $500 per hour (negotiable)
Fee-only: Fixed fees for financial planning $2,500 to $15,000 (negotiable); Hourly fees $200 to $500 per hour (negotiable)
Main office
Indianapolis IN
Advisors at this office
1
Most active in
Indiana
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.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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