Global Retirement Partners LLC

Updated today

Connect with this firm

Total assets under management

$143,416,430,435

Total clients

14,965

38% high-net worth

Total advisors

434

of 448 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$9,583,457

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees negotiated per engagement; retainer not exceeding $1,200 if services cannot be performed within six months

Percentage

$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.5% annually $2,000,001+: 1.0% annually

Project-based

Up to $350/hour for financial planning and consulting services

Other

Account minimum: $10,000 Fee-only: Hourly fees up to $350/hour; Fixed fees negotiated per engagement, retainer not exceeding $1,200 if services cannot be performed within six months

Disclosures

Business activities & affiliations

Is 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.

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:

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.

Main office location

Global Retirement Partners LLC

4340 Redwood Highway, Suite B 60

San Rafael CA 94903, United States

Number of offices

194

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 415-526-2753

Advisors at this firm

John B

Series 63, Series 65

San Rafael, CA

Global Retirement Partners LLC

Lucas R

Series 63, Series 66

W Accokeek, MD

Global Retirement Partners LLC

Karen S

Series 63, Series 65

Blue Bell, PA

Global Retirement Partners LLC

Luke B

Series 63, Series 65

Lisle, IL

Global Retirement Partners LLC

Matthew O

Series 66

Attleboro, MA

Global Retirement Partners LLC

Brendan D

Series 63, Series 65

Long Beach, CA

Global Retirement Partners LLC

Blake S

Series 63, Series 65

Sandy, UT

Global Retirement Partners LLC

Lauren L

CFP®, Series 63

Boston, MA

Global Retirement Partners LLC

Christopher W

Series 65

Grand Junction, CO

Global Retirement Partners LLC

Stephanie G

Series 66

Cleveland, OH

Global Retirement Partners LLC

Richard D

Series 66

West Des Moines, IA

Global Retirement Partners LLC

Diana G

Series 66

Carlsbad, CA

Global Retirement Partners LLC

Amy B

CFP®, Series 63, Series 65

Seneca, SC

Global Retirement Partners LLC

Kristopher M

Series 63, Series 65

Rockville, MD

Global Retirement Partners LLC

Daren A

Series 66

Carlsbad, CA

Global Retirement Partners LLC

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support