Retirement Roots Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
35
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$0
About
Retirement Roots Wealth Management LLC is a solo, state-registered advisory firm that provides written comprehensive financial planning and consulting to individual clients and acts as a liaison to third‑party money managers. The firm prepares formal plans and assists clients with selection, paperwork, and ongoing coordination with selected third‑party managers rather than directly executing or custodizing client portfolios.
Rather than offering in‑house portfolio management or charging a direct percentage‑of‑assets fee, Retirement Roots refers clients to third‑party managers (notably Gradient Investments) and monitors those managers’ performance and suitability on an ongoing basis. Financial planning is billed separately, and the firm documents client goals and may update plans or manager placements as circumstances change.
Distinctive features include an affiliated insurance business (American Senior Benefits / Retirement Roots LLC) where the principal is a licensed insurance agent and devotes a substantial portion of her time to that activity, and the firm’s receipt of a portion of third‑party manager fees and other economic benefits from Gradient Investments tied to production thresholds. Retirement Roots is also a relatively new, small practice (founded in 2022 with a few dozen clients) and discloses these referral arrangements and potential conflicts, which it says it mitigates through disclosures, procedures, and fiduciary obligations.
Client services
Expertise
Fee options
All Assets+: 1.80% annually (Strategic Portfolios total fee; 0.80% to Gradient Investments, LLC and 1.00% to RRWM) All Assets+: 1.70% annually (Tactical Portfolios total fee; 0.70% to Gradient Investments, LLC and 1.00% to RRWM) All Assets+: 1.60% annually (Allocation & Defined Outcome Portfolios total fee; 0.60% to Gradient Investments, LLC and 1.00% to RRWM) All Assets+: 1.00% annually (Preservation Portfolios total fee; 0.40% to Gradient Investments, LLC and 0.60% to RRWM)
$250 per hour for financial planning and consulting
Account minimum: Account minimums are determined by the third party managers (TPMs) Retirement Roots Wealth Management LLC refers its Clients to; specific amounts are not stated in the brochure.
Main office location
Retirement Roots Wealth Management LLC
8500 W 110 Th Street, Suite 610
Overland Park KS 66210, United States
Number of offices
1
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
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