Woodstock, GA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Third Act Retirement Planning, Inc.
Independent
Firm-wide stats for Third Act Retirement Planning, Inc.
Total advisors
1Clients per advisor
50 HighAvg AUM per client
$608,183 TypicalHNW client ratio
68% Very HighAbout
Third Act Retirement Planning provides individualized financial planning, discretionary portfolio management, estate-planning consulting, and insurance guidance to individuals, retirement plans, trusts, estates, and other entities. The firm reports managing approximately $30.4 million on a discretionary basis for roughly 50 clients and offers modular and holistic planning services along with periodic newsletters.
Investment advice is developed from an initial suitability assessment and may incorporate model portfolios, modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading when deemed appropriate for a client’s objectives. Portfolios are monitored and rebalanced on an ongoing basis, and the firm states it operates as a level-fee fiduciary under the Department of Labor standards while using financial planning software to produce written plans.
Distinctive features disclosed in the Form ADV include the firm’s use of client testimonials in its advertising and the ongoing publication of periodicals or newsletters, both of which are uncommon among peers. The ADV also contains historical disclosure events and regulatory matters tied to earlier employment activities that the firm reports transparently; prospective clients are advised to review those ADV disclosures.
Based on Third Act Retirement Planning, Inc.
Expertise
Based on Third Act Retirement Planning, Inc.
Location
3380 Trickum Road, Building 1100
Woodstock GA 30062
Advisors at this office
1
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