Retire With Swan
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retire With Swan (Swan Capital Group, LLC) is a small Texas-registered investment adviser that serves individuals and high-net-worth clients preparing for or living in retirement. The firm offers comprehensive and project-based financial planning (including a Retire Blessed Income Blueprint), hourly consultations, a fixed 90‑day implementation engagement called the 90‑Day Bridge, and discretionary ongoing wealth management with an optional asset-based investment management arrangement for accounts held at a qualified custodian.
The firm applies goals-based, generally long-term investment analysis—covering asset allocation, retirement-income and withdrawal sequencing, fixed-income analysis, and due diligence on funds and unaffiliated model providers—to align recommendations with clients’ time horizons, liquidity needs, tax circumstances, and risk tolerance. Planning engagements are non-discretionary and specify client implementation responsibilities, while Ongoing Wealth Management is discretionary, includes scheduled planning reviews, and may accept reasonable written restrictions.
Noteworthy aspects include a menu of fixed-price planning and implementation products (the Blueprint and a non‑renewing 90‑Day Bridge) and a standard flat annual fee for Ongoing Wealth Management rather than a purely percentage-of-assets fee, along with legacy planning retainer arrangements closed to new clients. The firm manages about $11.8 million on a discretionary basis, generally recommends a primary custodian (Altruist) whose services it relies on, does not receive commissions or product-sales compensation, and maintains written policies addressing conflicts and personal trading.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$1,000 to $20,000 per engagement; Retire Blessed Income Blueprint: $1,522; 90-Day Bridge: $5,811 individual / $7,500 couple or household
$0 - $2,000,000: 1.00% annually $2,000,000+: Lower rate can be negotiated above $2,000,000
$200 to $500 per hour
Main office
Northlake TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Retire With Swan · Swan Capital · Swan Capital Financial Planning · Swan Capital Group, LLC
Disclosures
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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.
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