Prepared Retirement Institute LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$293,835,586
Clients
252
Advisors
3
of 11 employees
About
Prepared Retirement Institute LLC serves individual clients (both non-high-net-worth and high-net-worth), as well as corporations and other businesses, offering discretionary portfolio management and financial planning. The firm operates as a small team of advisors managing roughly $307 million in client assets and provides both integrated planning within managed accounts and a standalone financial plan engagement.
The firm tailors portfolios to each client's suitability information, using model portfolios, fundamental analysis, and a long-term orientation with regular monitoring and rebalancing. It places custody with an institutional custodian and also uses third‑party platforms—including a directly held mutual fund platform for some IRA and plan assets and a held-away order management platform—to review, rebalance, and implement strategies across retirement plan and other externally held accounts.
What is distinctive about the firm is its operational use of a held-away management platform to manage defined contribution and other externally held accounts on a discretionary basis without taking custody, and its use of a directly held mutual fund platform for certain plans and accounts. The firm is affiliated with a separate business-consulting entity and its advisers also hold insurance licenses and may receive commission compensation for insurance sales, which introduces potential conflicts of interest and is an operational characteristic that sets it apart from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,000+: 1.00%
Insurance agents affiliated with the firm earn commissions for selling insurance products separate from advisory fees.
$600 per hour, minimum of five hours, negotiable based on scope and complexity
Account minimum: $100,000
Main office
105 Montgomery Ave., Suite 1053
Lansdale PA 19446
Advisors at this office
3
Most active in
Florida · Maryland · New Jersey · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Bradley G
CFP®, Series 66
Montgomeryville, PA
Prepared Retirement Institute LLC
Bradley Garges is a CFP® and Series 66 license holder affiliated with Prepared Retirement Institute LLC. He has three years of industry experience, including prior roles at Cetera and Musselman Financial Solution. He is a member of the Philadelphia Estate Planning Council. Prepared Retirement Institute LLC serves individual and corporate clients by offering discretionary portfolio management and financial planning, managing approximately $307 million in assets. The firm uses tailored model portfolios, fundamental analysis, and a held-away management platform to oversee defined contribution and other externally held accounts.
Mark V
CFP®, Series 63
Montgomeryville, PA
Prepared Retirement Institute LLC
Mark Vandenburg is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Prepared Retirement Institute LLC and previously spent 11 years at The Vanguard Group, Inc. In addition to his advisory role, he develops and provides webinars to clients through The Goddard School in Collegeville, PA. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses a tailored investment approach that includes fundamental analysis, long-term strategies, and third-party technology to manage held-away retirement accounts.
Andrew D
Series 63, Series 65
Montgomeryville, PA
Prepared Retirement Institute LLC
Andrew Dziedzic is a financial advisor at Prepared Retirement Institute LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Advisory and Geneos Wealth Management. Outside of advising, he is involved in tax preparation services and acts as an independent representative for various fixed insurance carriers. Prepared Retirement Institute LLC provides discretionary portfolio management and financial planning primarily to individual and select corporate clients. The firm uses tailored portfolios, third-party model portfolios, and direct mutual fund platforms, emphasizing fundamental analysis, long-term strategies, and ongoing portfolio monitoring.
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