Strategic Retirement Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$366,910
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
2
0% 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
2
Very LowAverage account size
$183,455
About
Strategic Retirement Partners provides ongoing consulting to trustees and plan sponsors of qualified retirement plans (including 401(k) plans) and also offers fee-based, non-discretionary investment advice to individuals, trusts and IRAs. Services include plan design and compliance analysis, fiduciary guidance, participant education, investment option selection and periodic reporting on plan costs and performance.
The firm’s investment work for plan clients centers on ERISA-aligned investment lineup construction and monitoring, while its individual-advice process applies a value-oriented, research-driven approach that uses private market value analysis, catalyst identification and occasional merger-arbitrage techniques. SRP typically delivers recommendations on a non-discretionary basis, assists clients in creating investment policy statements, and provides ongoing written monitoring rather than executing trades for plan or individual accounts.
What is distinctive is SRP’s concentration on pension and profit-sharing plan consulting combined with an assets-under-management profile that is managed entirely on a non-discretionary basis—an arrangement that is less common among independent advisers. The firm also engages in solicitor/referral arrangements with third-party advisers (fee-sharing) and maintains an intensive fundamental research program for individually managed accounts, linking retirement-plan fiduciary work with security-level investment analysis.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Flat fees for one-time consulting services negotiated based on estimated hours; example: for plans under $250,000, estimated 5 hours at $100/hour.
$0+: 1.00% annually for Individual Advisory Services $0+: 0.50% to 1.00% annually for Qualified Pension Plan Consulting Services (negotiable)
$200 per hour for consulting services.
Account minimum: $100,000 Fee-only: Hourly consulting fee of $200/hour; flat fees for one-time consulting services based on estimated hours.
Main office location
Strategic Retirement Partners, LLC
1501 California Ave Sw, Apt 307
Seattle WA 98116, United States
Number of offices
1
Most active in
Strategic Retirement Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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