Global Retirement Partners LLC logo

Global Retirement Partners LLC

Updated today

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

34

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Global Retirement Partners LLC

4340 Redwood Highway, Suite B 60

San Rafael CA 94903, United States

Number of offices

194

Warmer team member

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

© 2026 Warmer Holdings Inc. ("Warmer")