Retirement Portfolio Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$43,618,718
Clients
30
87% 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
30
HighAverage account size
$1,453,957
About
Retirement Portfolio Partners (The Farm Capital Management, LLC) works with individual clients, including high-net-worth individuals and families, to provide ongoing wealth management that combines portfolio management and comprehensive financial planning. The firm manages client accounts on a discretionary basis and may recommend or monitor third-party money managers for portions of client portfolios.
The firm emphasizes a passive, cost- and tax-efficient approach to portfolio construction, using ETFs, mutual funds, individual equities and fixed income, with regular rebalancing and tax‑loss harvesting recommendations. Technology features described in the brochure — including a digital client portal and rebalancing software — are used to track inflows, outflows, allocations and performance as part of ongoing oversight.
What distinguishes the firm from many peers is its primary use of a flat annual fee pricing option for its wealth management program rather than relying solely on percentage-of-AUM billing, and its stated policy of not charging performance‑based fees. With a modest client roster and roughly mid‑tens of millions in assets under management, the firm combines ongoing one‑client oversight with coordination with clients’ other professionals and occasional educational workshops.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Social Security optimization
Wealth management
Passive / index investing
Fee options
Flat annual fee of $8,400 billed monthly ($700/month)
up to 1.00% annually
Minimum fee: Flat annual fee of $8,400 billed monthly ($700/month)
Main office location
Retirement Portfolio Partners
27475 Ferry Road
Warrenville IL 60555, United States
Number of offices
1
Most active in
Retirement Portfolio Partners has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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 not active or affiliated with:
-
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.
Forms ADV
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