Retire With Swan
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,100,000
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$531,579
About
Retire With Swan provides retirement-focused financial planning and discretionary investment management to individual and high-net-worth clients. Services include project-based and hourly retirement planning, ongoing retainer arrangements, and investment management tied to retirement income, Social Security claiming analysis, tax coordination, and estate planning coordination.
The firm’s investment approach is goals-based and long-term, emphasizing strategic asset allocation, diversification, and evaluation of mutual funds and ETFs (including index-oriented strategies). It typically manages accounts on a discretionary basis with regular monitoring and rebalancing, and will recommend third‑party managers or model platforms when appropriate.
Compared with many peers, the firm operates as a small advisory practice managing roughly $10 million for fewer than 20 clients, which the brochure describes as supporting tailored planning engagement options and flexible delivery models. The firm also discloses that certain supervised persons are licensed insurance agents and may receive commissions for insurance or annuity sales in a separate capacity, a potential conflict of interest that is identified in the disclosure.
Client services
Expertise
Demographic focus
Fee options
Fixed project-based financial planning fees typically range from $1,500 to $9,500
$0 - $2,000,000: 1.00% annually $2,000,000+: Negotiated based on complexity and service scope
Insurance and annuity commissions received by supervised persons in a separate capacity (not advisory fees)
$200 to $500 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Fixed fees for financial planning engagements ranging from $1,500 to $9,500; hourly rates from $200 to $500 per hour; ongoing financial planning retainer fees $3,000 to $6,000 annually
Most active in
Texas
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.
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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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
Quick links
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