Retirement Resources, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$166,148,900
Total clients
391
9% high-net worth
Total advisors
4
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
98
Average account size
$424,933
About
Retirement Resources, LLC provides financial planning and ongoing asset management to individual clients, with a stated specialization in retirement income planning. The firm operates as a small advisory team managing roughly $166 million in client assets and offers comprehensive and modular written plans, consultations, and portfolio management services.
Investment advice is delivered through discretionary portfolio management on custodial accounts maintained at Fidelity, with continuous monitoring, asset allocation and the option to engage unaffiliated sub‑advisers. The firm uses a mix of fundamental, technical and charting analysis and implements both long‑ and short‑term strategies, while commonly bundling ongoing planning and consulting for clients who elect asset management.
Relatively uncommon among similar team firms, Retirement Resources routinely issues a weekly educational newsletter (emailed and occasionally mailed) and conducts free workshops for current and prospective clients. It also relies on third‑party service providers for fee calculation and billing (AssetMark) and discloses that some representatives hold insurance licenses and may receive commissions for insurance sales separate from advisory fees.
Client services
Expertise
Fee options
1.00% annually (negotiable)
Insurance commissions received by some representatives when selling insurance products
$200 per hour for consultation services for non-asset management clients
Minimum fee: $1,500 minimum fee for financial planning services; $500 minimum fee for multiple meeting consultation services Fee-only: Financial planning fees charged separately for non-asset management clients from $1,500 to $10,000; hourly consulting fees $200/hour
Main office location
Retirement Resources, LLC
1625 N Opdyke Rd
Auburn Hills MI 48326, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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