RetireSmart Consulting, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$52,000,000
Clients
17
82% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$3,058,824
About
RetireSmart Consulting, LLC is an independent investment adviser that provides portfolio management and financial planning services to individual clients. Beyond its typical advisory offerings, the firm also provides pension consulting for plan sponsors, a service that is less common among independent advisers.
The firm charges advisory fees based on a percentage of assets under management and delivers ongoing portfolio monitoring with periodic account reviews. It supplements client work with educational seminars and workshops aimed at improving financial literacy for clients and plan participants.
RetireSmart manages roughly $52 million in client assets across 17 client relationships, reflecting a concentrated client base that allows for more individualized attention. Its combination of pension consulting and public educational programming distinguishes it from many peers of similar size.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General retirement planning
Fee options
Account minimum: : No minimum stated in the brochure text provided
Main office location
RetireSmart Consulting, LLC.
103 Carnegie Center, Suite 300 A
Princeton NJ 08540, United States
Number of offices
1
Most active in
RetireSmart Consulting, LLC. has reported serving >5 clients in these states in the last 12 months.
New Jersey
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
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