Overview
Assets Under Management: $170 million
Headquarters: TOPEKA, KS
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Frequently Asked Questions
RETIREWISE TAX AND WEALTH 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 #284394), RETIREWISE TAX AND WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
RETIREWISE TAX AND WEALTH ADVISORS, INC. is headquartered in TOPEKA, KS.
RETIREWISE TAX AND WEALTH ADVISORS, INC. serves 86 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, RETIREWISE TAX AND WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
RETIREWISE TAX AND WEALTH ADVISORS, INC. manages $170 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, RETIREWISE TAX AND WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.39
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 672
Discretionary Accounts: 672
Regulatory Filings
CRD Number: 284394
Filing ID: 2047685
Last Filing Date: 2026-01-30 13:05:02