Overview
Assets Under Management: $243 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
RETIREMENT STRATEGIES, LTD. 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 #163701), RETIREMENT STRATEGIES, LTD. is subject to fiduciary duty under federal law.
RETIREMENT STRATEGIES, LTD. is headquartered in DUBLIN, OH.
RETIREMENT STRATEGIES, LTD. serves 58 high-net-worth clients according to their SEC filing dated August 01, 2025. View client details ↓
According to their SEC Form ADV, RETIREMENT STRATEGIES, LTD. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
RETIREMENT STRATEGIES, LTD. manages $243 million in client assets according to their SEC filing dated August 01, 2025.
According to their SEC Form ADV, RETIREMENT STRATEGIES, LTD. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 974
Discretionary Accounts: 970
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 163701
Filing ID: 2006060
Last Filing Date: 2025-08-01 16:04:00
Website: https://retirement-strategies.com