Retirement Wealth Group, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Wealth Group, Inc. provides financial planning and consulting services to individuals, counting trusts, estates, retirement plan accounts and IRAs within its client scope, and addresses cash flow, tax, insurance, retirement and estate planning matters. The firm begins with a comprehensive financial inventory and typically delivers a written evaluation of the client’s situation as part of the planning engagement.
The firm uses both fundamental and technical analysis and may recommend mutual funds, exchange-traded funds, variable annuities, municipal and corporate debt, and private securities as appropriate, with Modern Portfolio Theory informing portfolio construction. Rather than charging percentage-of-assets fees, Retirement Wealth Group bills planning and implementation work on hourly or fixed-fee arrangements and treats investment advice as an element of its planning services.
Distinctive features disclosed in the brochure include that several associated persons are insurance agents appointed with insurance companies and are also registered representatives of LPL Financial, and the firm acknowledges receipt of brokerage, 12b-1 and insurance compensation as potential conflicts of interest. The firm also notes it does not accept custody or provide discretionary asset management and that associated persons devote a substantial portion of their time to LPL Financial and insurance-related activities, creating a business mix different from advisers that primarily manage client assets.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting; fees billed 50% in advance with balance due upon delivery
$1.00 plus - First $500,000: $5,000 minimum fee $500,001 - $4,000,000: $5,000 to $40,000 based on complexity >$4,000,000+: $24,000
Associated persons receive brokerage and mutual fund trail commissions, securities sales commissions, and commissions on insurance or other products when acting as registered representatives
Hourly fees from $150 to $300 per hour for financial planning and consulting services
Minimum fee: Minimum $2,500 Fee-only: Financial planning and consulting services billed hourly from $150 to $300 per hour; fixed fees also charged
Main office
300 East State Street, Suite 500
Redlands CA 92373
Advisors at this office
1
Most active in
California
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Quick links
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