National Retirement Institute
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
National Retirement Institute provides investment management and financial planning services to a mix of clients that includes individuals (both non‑high‑net‑worth and high‑net‑worth), entrepreneurs, and institutional entities such as foundations, trusts, and employer‑sponsored retirement plans. The firm also offers standalone planning and hosts public educational seminars and workshops for accredited investors and entrepreneurs; like many peers it charges fees based on assets under management.
The firm’s investment process emphasizes a top‑down, macro‑environmental approach with tactical asset allocation and sector rotation, combining ETFs, individual equities, fixed‑income securities, and cash positions to pursue tax‑efficient investing, income generation, and retirement objectives. NRI generally manages client accounts on a non‑discretionary basis, integrates financial planning into its engagements, and coordinates with clients’ other advisors on tax, estate, and insurance matters.
Noteworthy distinctions include formal affiliations with an affiliated tax preparation entity and a separate insurance company, which create separate fee relationships and revenue sharing and allow the firm to offer commission‑based insurance products (placed in part through a third‑party insurance marketing organization). The firm also runs complimentary public workshops, may bill hourly for certain financial planning work, and was newly registered with no assets under management at the time of its Form ADV filing.
Client services
Expertise
Occupation focus
Fee options
Standalone financial planning fees starting from $2,500, negotiated based on complexity; billed upon delivery of plan.
0.5% to 1.5% annually (negotiable based on client circumstances, account size, and services provided)
Commission-based compensation earned by affiliated insurance agents for selling insurance products, separate and in addition to advisory fees.
Hourly rate of $400 for financial planning services if contract is terminated early and prorated fees apply.
Account minimum: $5,000 (negotiable)
Main office location
National Retirement Institute
43537 Ridge Park Drive
Temecula CA 92590, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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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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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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