Mission Retirement
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,053,648
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
143
10% 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
143
Very HighAverage account size
$447,928
About
Mission Retirement provides investment advisory services to individuals, high‑net‑worth individuals and retirement plans, delivering asset management through unaffiliated independent managers while acting as a fiduciary. The firm reports approximately $67.1 million in discretionary assets under management and works with clients on portfolio construction, planning and ongoing oversight.
Rather than directly implementing portfolios, Mission Retirement relies on third‑party managers to execute investment strategies and performs initial and ongoing due diligence, monitoring and rebalancing on a discretionary basis. Its analysis toolkit includes modern portfolio theory, fundamental and technical analysis, cyclical analysis and stress testing, and it commonly uses mutual funds and ETFs as part of client allocations.
Uncommonly for peers, the firm offers periodic no‑fee educational seminars and workshops and the principal is also a licensed insurance producer and operates an affiliated estate‑planning service; these activities are disclosed as potential conflicts of interest and are subject to firm procedures and client disclosure. The brochure also discloses a 2021 regulatory order related to an improper referral of an alternative investment and states the firm’s policies now prohibit such referrals and limit alternative investment recommendations.
Client services
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Life insurance needs analysis
General estate planning guidance
Fee options
Negotiable up to 1.80% annually
Main office location
Mission Retirement
11619 Spring Cypress Road, Ste. B
Tomball TX 77377, United States
Number of offices
1
Most active in
Mission Retirement has reported serving >5 clients in these states in the last 12 months.
Louisiana · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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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
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