Retirement Income Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,634,000
Total clients
156
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
156
Average account size
$369,449
About
Retirement Income Advisory Group provides discretionary asset management and both comprehensive and modular financial planning primarily for individual clients, including high-net-worth individuals, and conducts educational seminars and workshops at no charge. Planning services listed in the brochure address retirement income, taxes, estate matters, Social Security, college planning, and business-related topics such as business exit planning and employee stock option analysis.
The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance, documents objectives in an investment policy or risk-tolerance form, and conducts account reviews at least quarterly with more frequent reviews as warranted. Its brochure describes the use of fundamental and technical analysis and discloses that client portfolios or funds may employ derivatives, options and leverage—risks the firm explicitly outlines for clients.
Distinctive features noted in the brochure include an affiliated insurance business operated by the firm’s principal, to which the principal devotes roughly 30% of his time and from which commission-based compensation is received and disclosed as a potential conflict of interest. The firm also highlights business-focused planning services, the principal’s authorship of financial books, and the provision of free public seminars and workshops.
Client services
Expertise
Fee options
Fixed fees for financial planning services as detailed under fee_only
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.00% annually $500,001 - $750,000: 0.90% annually $750,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001 - $4,000,000: 0.55% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.45% annually
Fee-only: Comprehensive Financial Planning fixed fees ranging from $1,500 to $5,500; Modular Financial Planning fixed fees ranging from $250 to $1,250 depending on service
Main office location
Retirement Income Advisory Group LLC
1460 Us Hwy 9 North, Suite 210 A
Woodbridge NJ 07095, United States
Number of offices
2
Most active in
Florida · New Jersey · 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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