NTACT Retirement Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ntact Retirement Solutions provides discretionary asset management, financial planning, and consultation services to individual investors, including retirement and college funding planning, cash-flow and net worth analyses. The firm reports approximately $29.4 million in discretionary assets under management across roughly 75 client relationships and offers both ongoing portfolio management and stand‑alone hourly or fixed‑fee consultations.
The firm’s investment approach emphasizes asset allocation and risk reduction, using a mix of securities including ETFs, mutual funds, stocks, bonds and short‑term instruments, with portfolio reviews ranging from quarterly to daily depending on service level. Ntact typically custodizes client assets through a major third‑party custodian and operates under limited discretionary authority while allowing clients to impose written investment restrictions and receive regular account statements.
Distinctive elements disclosed in the brochure include licensed insurance activity and the occasional sale of commissionable insurance products (the firm discloses this may consume up to about 30% of advisory personnel time), the provision of complementary educational seminars and workshops to clients and prospects, and use of periodic informational materials or newsletters tied to its practice or custodian relationships. The firm also notes ancillary revenue from a digital estate‑planning platform and states its policy to disclose and manage potential conflicts between advisory recommendations and commissionable insurance sales.
Client services
Expertise
Fee options
Fixed fees for consultation services, negotiated and agreed in writing
$0 - $500,000: 0.95% annually $500,000+: 0.50% annually
Commission received from insurance products sales by licensed insurance agents, but advisory services are fiduciary and not commission-based
Consultation and Financial Planning Services at $175 per hour
Account minimum: $100,000 Minimum fee: Minimum quarterly fee of $25.00 Fee-only: Hourly fees at $175 per hour; Fixed fees negotiated in writing for consultation and financial planning services
Main office
2620 Regatta Drive, Suite 102
Las Vegas NV 89128
Advisors at this office
1
Most active in
Louisiana · Nevada · Texas
Also doing business as
Mahlon R.Edwards Financial Planning & Investment Strategies,Inc. · Ntact Retirement Solutions
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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