Advisor at Retirement Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Wealth Advisors, LLC
Location
Cape Coral, FL 33904-8547
Credentials
CFP®, Series 65
Industry experience
5 years
Donna Krohn is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Retirement Wealth Advisors, LLC, where she has worked since 2018, and also supports financial advisors through Holistic Financial Group, an educational platform. Outside of financial advising, she is involved with a vacation rental management business. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, serving a primarily pension and plan-focused client base.
Based on Retirement Wealth Advisors, LLC
Based on Retirement Wealth Advisors, LLC
$500,000 - $999,999: up to 1.35% (advisor portion 1.1%) $1,000,000 - $1,999,999: up to 1.25% (advisor portion 1%) $2,000,000+: up to 1.25% (advisor portion 0.9%)
$250.00 per hour for general consultation/financial planning services.
Account minimum: $500,000 Fee-only: Fee-only investment advisory fees paid by client, no commissions or 12b-1 fees received.
629 Cape Coral Parkway E
Cape Coral, FL 33904-8547
Florida
Retirement Wealth Advisors, LLC
2020 - Present (6 years)
Retirement Wealth Advisors, LLC
2018 - 2020 (2 years)
Holistic Financial Group
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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