Overview
Assets Under Management: $160 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
RETIREMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122122), RETIREMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
RETIREMENT ADVISORS, INC. is headquartered in MOBILE, AL.
RETIREMENT ADVISORS, INC. serves 82 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, RETIREMENT ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
RETIREMENT ADVISORS, INC. manages $160 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, RETIREMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 404
Discretionary Accounts: 391
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 122122
Filing ID: 2053211
Last Filing Date: 2026-02-25 16:01:26