Strategic Retirement Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$366,910
Clients
2
Advisors
1
of 1 employees
About
Strategic Retirement Partners provides ongoing consulting to trustees and plan sponsors of qualified retirement plans (including 401(k) plans) and also offers fee-based, non-discretionary investment advice to individuals, trusts and retirement accounts. Services documented in the brochure include plan design and compliance analysis, fiduciary guidance, participant education, development of investment policy statements (IPS), and periodic reporting on plan costs and investment performance.
The firm’s investment work for individuals emphasizes fundamental, value-oriented security analysis focused on estimating private market value and identifying catalysts, combined with strategic and tactical asset allocation and occasional merger-arbitrage and other quantitative techniques. For plan clients, advice is delivered on a non-discretionary basis consistent with each plan’s IPS and ERISA considerations, and SRP does not execute trades or hold custody of plan assets.
What is uncommon for a small independent adviser is SRP’s concentration on pension and profit-sharing plan consulting and its management of assets exclusively on a non-discretionary basis, including formal fiduciary support and annual cost reporting to plan sponsors. The brochure also notes the firm recommends a broad set of investment vehicles — mutual funds, ETFs, collective trusts, variable annuities and private equity interests — while disclosing it does not accept sales commissions and that it conducts due diligence and maintains referral arrangements with third‑party advisers when appropriate.
Client services
Expertise
Occupation focus
Fee options
Flat fee possible for one-time pension consulting services based on estimated hours; fees negotiated per proposal.
$0+: Negotiable 0.50% to 1.00% annually for Qualified Pension Plan consulting fees based on assets (Option 1) $0+: 1.00% annually for Individual Advisory Fees (negotiable)
$200 per hour for one-time consulting services (Option 2); flat fees based on hourly estimates.
Account minimum: $100,000 Fee-only: Investment advisory fees based on assets under management; fees are negotiable.
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")