A complete list of active advisors currently associated with Abaco Retirement Advisors LLC
Warmer can help you find a great advisor at Abaco Retirement Advisors LLC or one who fits your needs even better.
Abaco Retirement Advisors LLC provides non-discretionary asset management to individual clients and limited-scope ERISA advisory services to qualified retirement plans, including 401(k), 403(b), pension, profit-sharing and cash balance plans. The firm was formed in 2025 and, as an initial filing, reported no assets under management at the time of the brochure. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with portfolio construction and ongoing monitoring focused on asset allocation, mutual fund and ETF analysis, and periodic rebalancing; the firm obtains prior client approval before executing transactions. For retirement plans, it acts as a 3(21) fiduciary that assists with investment policy statements, selection and monitoring of plan options, participant education and periodic reporting, and may arrange for other plan service providers as agreed with the plan sponsor. Noteworthy features include the firm’s combination of pension consulting/ERISA plan services on a flat 1% annual fee for plan assets alongside individual portfolio management, which the brochure identifies as an uncommon service mix for firms of this type. The principal also operates as an independent insurance agent and may receive commissions for insurance product sales, a disclosed source of potential conflict that the firm says it mitigates through disclosure and fiduciary procedures.
To learn more about the advisors currently working at Abaco Retirement Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stuart, FL
| —
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