Retirement Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Wealth Management, LLC provides investment advisory, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations and business entities, tailoring advice and written investment policy statements to each client. Offerings described in the brochure include model‑based portfolio management implemented through unaffiliated sub‑advisers, written financial plans, and plan‑level services such as IPS preparation, vendor selection, benchmarking and participant education.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes strategic asset allocation rather than market timing or individual security selection; portfolio implementation is typically delegated to vetted third‑party sub‑advisers. RWM, LLC describes ongoing oversight of those sub‑advisers and regular account reviews (at least quarterly), and generally operates under discretionary authority for portfolio management as granted by clients.
Noteworthy features for a firm of this size include a small advisory team with a limited client base and a pronounced emphasis on pension consulting work (including RFP management and ERISA‑style compliance support). The brochure also discloses that, while the firm presents itself as an independent fee‑oriented adviser, certain associated persons are separately licensed insurance agents who may receive separate compensation for implementation, and that the firm generally does not vote client proxies — points a prospective client may want to consider.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees typically ranging from $1,500 - $5,000 for Financial Planning/Consulting Services
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
$150-$350 per hour for Financial Planning/Consulting Services
Account minimum: $500,000 Minimum fee: Minimum total annual fee of $2,000 for Pension Consulting Services; minimum fee of $1,500 for Financial Planning/Consulting Services Fee-only: Fee-only investment advisory services; no commissions received on advisory fees
Main office
5425 Peachtree Parkway
Peachtree Corners GA 30092-6536
Advisors at this office
2
Most active in
Florida · Georgia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Gary S
Series 65
Peachtree Corners, GA
Retirement Wealth Management, LLC
Gary Skeen is a financial advisor at Retirement Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been involved with the Church Benefits Board since 2001. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes plan-level services and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, implementing strategies through selected sub-advisers and offering specialized pension consulting.
Joseph D
Series 63, Series 65
Peachtree Corners, GA
Retirement Wealth Management, LLC
Joseph Derickson Jr. is a financial advisor at Retirement Wealth Management, LLC in Peachtree Corners, GA, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with Retirement Wealth Management since 2007. Retirement Wealth Management provides investment advisory, financial planning, and pension consulting services primarily to institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm focuses on plan-level services and employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing unaffiliated sub-advisers to manage model portfolios.
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