Overview
Assets Under Management: $290 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 90
Average Client Assets: $1.3 million
Frequently Asked Questions
RETIREMENT PORTFOLIOS, LLC 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 #330289), RETIREMENT PORTFOLIOS, LLC is subject to fiduciary duty under federal law.
RETIREMENT PORTFOLIOS, LLC is headquartered in LAWRENCE, KS.
RETIREMENT PORTFOLIOS, LLC serves 90 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, RETIREMENT PORTFOLIOS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
RETIREMENT PORTFOLIOS, LLC manages $290 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, RETIREMENT PORTFOLIOS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.38%
Average Client Assets: $1.3 million
Total Client Accounts: 253
Discretionary Accounts: 253
Regulatory Filings
CRD Number: 330289
Filing ID: 2099806
Last Filing Date: 2026-04-28 11:51:28