Retire Right Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non-discretionary asset management and related advisory services to individual and high-net-worth clients, managing about $60 million across roughly 145 client relationships. It offers ongoing portfolio monitoring, goal-based planning and the option to participate in a program model through Orion Portfolio Solutions.
Investment recommendations are tailored to each client’s objectives, time horizon and risk tolerance and draw on fundamental, technical and charting analysis; accounts are reviewed at least quarterly with attention to allocation, rebalancing and tax-loss harvesting. Clients may impose written restrictions and may choose discretionary or non-discretionary authority for trading.
The firm is operated as a single-advisor practice, with the principal owner serving as the sole investment adviser representative, a staffing model that is less common for firms managing this level of assets. The adviser maintains affiliated businesses that provide insurance, tax preparation and estate-planning services and receives separate compensation for those services, a relationship the brochure discloses and identifies as a potential conflict of interest with described mitigation measures.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% $100,000.01 - $250,000: 1.75% $250,000.01 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01+: 0.65%
Investment Advisor Representatives receive commissions from insurance product sales; fees disclosed separately.
Main office
5506 Irwin Simpson Road
Mason OH 45040
Advisors at this office
1
Most active in
Ohio
Also doing business as
Retire Right Wealth Management · Retire Right Wealth Management, LLC · Retire Right Wealth Management, LLC.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, 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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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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