R
Retirevest Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
RetireVest Financial, LLC is a state-registered investment adviser that offers investment management, customized financial planning, and insurance solutions to individuals, families, trusts, and high-net-worth investors, with an expressed focus on pre-retirees and retirees. The firm reports no assets under management as of May 11, 2025 and indicates advisory services will begin upon regulatory approval.
The firm employs a goals-based investment approach using fundamental analysis, strategic and tactical asset allocation, diversification, and risk-management principles to align portfolios with clients’ objectives and time horizons. Investment strategies may include mutual funds, ETFs, individual equities, fixed income, and annuities, and the firm typically operates with discretionary authority under signed agreements and conducts account reviews at least annually.
Notably, the firm’s principal also owns a separate insurance agency through which fixed insurance products (including commissionable annuities and life insurance) may be offered, while fee-based annuities recommended by the adviser are handled within the advisory business and included in AUM billing—an affiliation and compensation structure that the brochure discloses and addresses as a potential conflict. As a single-adviser practice with no current AUM, the firm emphasizes separate custody at independent custodians, voluntary cybersecurity measures, and written disclosures managing its insurance-related activities.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Social Security optimization
Medicare planning
Annuities
Long-term care insurance
Demographic focus
Approaching retirement
Retired
Fee options
Financial planning fees range from $1,500 to $7,500 depending on scope and complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Commissions on fixed insurance products through affiliated insurance agency
Main office location
Retirevest Financial, LLC
Tampa FL, United States
Number of offices
1
Most active in
Retirevest Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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