Atlantic Retirement & Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,908,411
Clients
60
32% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
TypicalAverage account size
$748,474
About
Atlantic Retirement & Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates and retirement plans across multiple states. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, including 3(21) fiduciary support and participant communication and education for employer-sponsored plans.
The adviser generally follows a long-term, fundamental-analysis approach while tailoring asset allocation and portfolio construction to each client’s goals and risk tolerance and providing continuous monitoring. Portfolios may include ETFs, mutual funds, REITs, individual securities and bonds, and the firm may employ options, margin or nontraditional ETFs (including leveraged or inverse funds) and shorter-term trades when deemed appropriate to meet client objectives.
Compared with peers of similar size, the firm is notable for combining one-advisor scale with meaningful retirement-plan work and assets under advisement, including on-site participant education, benchmarking and plan monitoring. The principal’s background in institutional operations and compliance informs the firm’s operational practices, and the adviser manages accounts through institutional custodial relationships while avoiding custody of client assets except for authorized fee deductions.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
General retirement planning
Active portfolio management
Real estate investing
Options & derivatives strategies
Fee options
Fixed fees for financial planning engagements, generally based on expected hours at hourly rate.
$0 - $250,000: 1.25% annually $250,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.65% annually $5,000,000+: 0.50% annually
Up to $250 per hour for financial planning services.
Account minimum: $1,000 minimum annual fee (may be reduced at Advisor's discretion) Minimum fee: Minimum annual fee of $1,000 per year (subject to reduction at Advisor's discretion) Fee-only: Yes, for financial planning services and investment advisory services; no commissions charged.
Main office location
Atlantic Retirement & Wealth Advisors LLC
Johns Island SC, United States
Number of offices
2
Most active in
Atlantic Retirement & Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Massachusetts · New Jersey · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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