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RetireSharp Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,250,000
Total clients
135
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
135
Average account size
$120,370
About
RetireSharp Wealth Management, LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm delivers written financial plans and ongoing monitoring, and implements investment programs through in‑house model portfolios, Altruist’s Model Marketplace, and selected sub‑advisers.
The firm’s investment approach emphasizes tactical asset allocation across mutual funds, ETFs, stocks and bonds, with discretionary authority to rebalance portfolios and execute trades on a regular basis. Accounts are reviewed monthly for rebalancing and the firm uses custodial relationships with providers such as Charles Schwab and Altruist to hold client assets and facilitate trade execution.
Distinctive features include the owner’s activity as a licensed insurance agent and owner of Ifasi Financial Group, which enables the firm to recommend and sell insurance products for commissions—a disclosed conflict of interest with stated mitigation measures. RetireSharp also maintains an institutional relationship with Altruist that provides support services to the firm tied to asset thresholds on that platform, and the combination of Altruist model access plus sub‑adviser use is notable for a solo practitioner of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Long-term care insurance
Demographic focus
Approaching retirement
Fee options
$100 to $5,000 for comprehensive financial planning; $25 to $250 per month for ongoing financial planning
$0+: 0% to 2.00% $0+: Up to 1.50% (Altruist Model Marketplace)
Commissions from sale of insurance products through Ifasi Financial Group
Ongoing financial planning at $25 to $250 per month
Main office location
RetireSharp Wealth Management, LLC
Tampa FL, United States
Number of offices
1
Most active in
RetireSharp Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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