RetireSharp Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RetireSharp Wealth Management, LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm delivers written financial plans and ongoing monitoring, and implements investment programs through in‑house model portfolios, Altruist’s Model Marketplace, and selected sub‑advisers.
The firm’s investment approach emphasizes tactical asset allocation across mutual funds, ETFs, stocks and bonds, with discretionary authority to rebalance portfolios and execute trades on a regular basis. Accounts are reviewed monthly for rebalancing and the firm uses custodial relationships with providers such as Charles Schwab and Altruist to hold client assets and facilitate trade execution.
Distinctive features include the owner’s activity as a licensed insurance agent and owner of Ifasi Financial Group, which enables the firm to recommend and sell insurance products for commissions—a disclosed conflict of interest with stated mitigation measures. RetireSharp also maintains an institutional relationship with Altruist that provides support services to the firm tied to asset thresholds on that platform, and the combination of Altruist model access plus sub‑adviser use is notable for a solo practitioner of this size.
Client services
Expertise
Demographic focus
Fee options
$100 to $5,000 for comprehensive financial planning; $25 to $250 per month for ongoing financial planning
$0+: 0% to 2.00% $0+: Up to 1.50% (Altruist Model Marketplace)
Commissions from sale of insurance products through Ifasi Financial Group
Ongoing financial planning at $25 to $250 per month
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida · Texas
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
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