Overland Park, KS Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Retirement Resources Inc.
Supported
Firm-wide stats for Retirement Resources Inc.
About
Retirement Resources Inc. serves primarily individual, non–high-net-worth clients and offers portfolio management and retirement-focused financial planning; the firm reports $7.8 million in assets under management, two advisors, and 44 client relationships. It generally charges percentage-of-AUM advisory fees for managed accounts while also disclosing that it may receive commissions for certain transactions.
The firm describes a personalized, ongoing relationship model for client accounts, including periodic reviews and written communications such as a client newsletter. Its advisors are registered representatives and the brochure discloses affiliations with a broker‑dealer and an insurance company, which allows access to brokerage and insurance products alongside discretionary portfolio services.
Compared with peers, the firm’s combination of fee-based advisory services with registered‑representative status and commissionable product sales is uncommon among similar supported firms. The brochure also notes affiliations with other investment advisers and the firm’s role as an insurance broker/agent and publisher of periodicals, features that occur rarely for firms in this category.
Based on Retirement Resources Inc.
Location
10551 Barkley St. Suite 104
Overland Park KS 66212
Advisors at this office
1
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