KBR Retirement & Investment Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,603,379
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
148
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
148
Very HighAverage account size
$355,428
About
KBR Retirement & Investment Solutions provides fee-based investment advisory and financial planning services primarily to individuals while also accepting institutional clients such as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers retirement income planning and standalone college-planning services in addition to ongoing portfolio management and financial planning.
The adviser delivers customized, discretionary portfolio management using a strategic and tactical allocation approach and a mix of securities that can include exchange-listed and foreign equities, mutual funds, municipal bonds, variable annuities, CDs and cash equivalents. Investment decisions are informed by fundamental, technical and cyclical analysis, and may include targeted stock selections, rebalancing, tax-harvesting and the use of cash positions as a risk-management tool.
Noteworthy aspects of the firm include that its managing member is licensed to sell insurance products and may recommend and implement insurance transactions for clients, a potential conflict disclosed in the brochure, and that a significant portion of the practice is devoted to college-planning services offered separately from advisory accounts. The firm’s willingness to manage institutional accounts alongside individual client portfolios is also less common among independent advisers in its peer group.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fixed fees for comprehensive financial planning services based on estimate of hours needed times hourly fee; college planning services from $495 to $2,995 (one-time)
$0+: 0.25% per annum +: up to 1.55% per annum
$500 per hour, negotiable for financial planning services
Fee-only: Financial planning hourly fee $500 per hour, negotiable; Fixed fees for financial planning based on estimated hours times hourly fee, $495 to $2,995 for college planning services for non-advisory clients
Main office location
KBR Retirement & Investment Solutions
1 B Commons Dr, Unit 13 A
Londonderry NH 03053, United States
Number of offices
1
Most active in
KBR Retirement & Investment Solutions has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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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