RetireSmart Consulting, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RetireSmart Consulting, LLC is an independent investment adviser that provides portfolio management and financial planning services to individual clients. Beyond its typical advisory offerings, the firm also provides pension consulting for plan sponsors, a service that is less common among independent advisers.
The firm charges advisory fees based on a percentage of assets under management and delivers ongoing portfolio monitoring with periodic account reviews. It supplements client work with educational seminars and workshops aimed at improving financial literacy for clients and plan participants.
RetireSmart manages roughly $52 million in client assets across 17 client relationships, reflecting a concentrated client base that allows for more individualized attention. Its combination of pension consulting and public educational programming distinguishes it from many peers of similar size.
Client services
Expertise
Fee options
Account minimum: : No minimum stated in the brochure text provided
Main office
103 Carnegie Center, Suite 300 A
Princeton NJ 08540
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Asna Retiresmart Consulting, LLC · Asna Retiresmart Consulting, LLC. · Retire Smart Consulting, LLC. · Retiresmart Consulting, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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