Advisor at Alitus Financial Services
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
Alitus Financial Services
Location
Land O Lakes, FL
Credentials
Series 65
Industry experience
3 years
George Rettig is a financial advisor at Alitus Financial Services with three years of industry experience. He holds a Series 65 designation and previously worked at Hohimer Wealth Management and operated Rettig Flyte Company PS for 20 years. Outside of his advisory role, he is the director and sole owner of Alitus Consulting LLC, a CPA firm providing tax and consulting services. Alitus Financial Services serves individual investors, high-net-worth clients, and institutional clients, offering discretionary portfolio management, investment supervisory services, and financial planning. The firm follows a value-driven investment approach focused on fundamental analysis and employs third-party money managers while also conducting educational seminars and workshops for the public.
Based on Alitus Financial Services
Based on Alitus Financial Services
$0.00 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Land O Lakes, FL
Florida · Missouri · Texas · Washington
Alitus Consulting LLC
2022 - Present (4 years)
Alitus Financial Services
2022 - Present (4 years)
Hohimer Wealth Management
2021 - 2023 (2 years)
Rettig Flyte Company PS
2002 - 2022 (20 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
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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