Retirement Resources Wealth Management, Lp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,000,000
Clients
105
0% 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
105
Very HighAverage account size
$466,667
About
Retirement Resources Wealth Management, LP provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses. Its advisory services routinely include retirement planning, tax and estate planning advice, insurance reviews, and ongoing portfolio management; the firm states it does not accept commissions.
The firm implements client strategies using a core-and-satellite asset allocation that emphasizes exchange-traded and passively managed funds for core exposure and selectively uses active funds or individual securities in satellite positions. Engagements are documented with written investment policy statements and trading is typically executed under limited trading authorization; accounts are reviewed at least quarterly and clients receive periodic net worth and portfolio updates.
Distinctive features include managing roughly $49 million for about 105 clients while reporting no firmwide account minimums and offering flexible engagement options (ongoing advisory, retainer, hourly, and standalone financial plans). The brochure discloses a related insurance business through which licensed principals may offer insurance products outside the fee-only advisory relationship, the firm does not vote client proxies, and it has a business-continuation agreement in place to support operations if key personnel become unavailable.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Passive / index investing
Fee options
Financial plan fees range from $450 to $3,000, negotiable; Retainer Agreement fees are $0 and negotiable
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $10,000,000: 1.25% $10,000,001+: 1.00%
$125 per hour for limited scope engagements and follow-on implementation work after financial plan delivery
Minimum fee: Minimum annual fee is $50, negotiable Fee-only: Fee-only financial planning and investment management; no commissions or commissions accepted.
Main office location
Retirement Resources Wealth Management, Lp
7362 Remcon Cir
El Paso TX 79912-1623, United States
Number of offices
2
Most active in
Retirement Resources Wealth Management, Lp has reported serving >5 clients in these states in the last 12 months.
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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