Retirement Portfolio Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,618,718
Total clients
30
87% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,453,957
About
Retirement Portfolio Partners advises individuals, high‑net‑worth households, and families, delivering ongoing wealth management that combines portfolio management with comprehensive financial planning and occasional educational seminars. The firm works with clients to review cash flow, estate and tax considerations, retirement and investment planning, and coordinates with other professionals such as CPAs and attorneys.
The firm favors passive, cost‑ and tax‑aware strategies implemented through mutual funds, exchange‑traded funds and select individual securities, and relies on quantitative tools for portfolio construction and risk/return analysis. Portfolios are monitored on a regular basis with rebalancing software, tax‑loss harvesting recommendations, a client digital portal that consolidates inflows/outflows and account-level reporting, and generally operate under discretionary authority where agreed.
Noteworthy aspects include a bundled wealth management program that integrates planning and continuous portfolio oversight rather than treating planning as a one‑off engagement, and a documented process for recommending and monitoring third‑party money managers while remaining the client’s primary adviser. The firm maintains a written Code of Ethics and personal‑trading policies to disclose and document potential conflicts when representatives transact in the same securities recommended to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Tax-loss harvesting
Social Security optimization
Equity compensation tax strategy
Fee options
Flat annual fee of $6,000 billed monthly at $500/month
Up to 1.00% annually
Minimum fee: Flat annual fee of $6,000 billed monthly at $500/month
Main office location
Retirement Portfolio Partners
27475 Ferry Road
Warrenville IL 60555, United States
Number of offices
1
Most active in
Retirement Portfolio Partners has reported serving >5 clients in these states in the last 12 months.
Illinois · 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:
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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.
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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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