Overview
Assets Under Management: $561 million
Headquarters: WEST DES MOINES, IA
High-Net-Worth Clients: 166
Average Client Assets: $0.9 million
Frequently Asked Questions
RETIRERIGHT CONSULTING GROUP 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 #300925), RETIRERIGHT CONSULTING GROUP is subject to fiduciary duty under federal law.
RETIRERIGHT CONSULTING GROUP is headquartered in WEST DES MOINES, IA.
RETIRERIGHT CONSULTING GROUP serves 166 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, RETIRERIGHT CONSULTING GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RETIRERIGHT CONSULTING GROUP manages $561 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, RETIRERIGHT CONSULTING GROUP 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
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.31%
Average Client Assets: $0.9 million
Total Client Accounts: 733
Discretionary Accounts: 698
Non-Discretionary Accounts: 35
Regulatory Filings
CRD Number: 300925
Filing ID: 2084215
Last Filing Date: 2026-03-27 17:12:55