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NFP RETIREMENT INC.

120 Vantis
Suite 400
Aliso Viejo, California 92656
Tel: 949.460.9898

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About NFP RETIREMENT INC.

NFP RETIREMENT INC, formally registered with the SEC as NFP RETIREMENT INC. The firm was established in 01/31/2006. They have over 27 offices throughout the country.

NFP RETIREMENT INC. is a Aliso Viejo, California based Financial Planning firm with nearly $96,454,495,427 assets under management, offering retirement planning & investment advisory services to 5514 clients. The firm is staffed with 219 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121254
SEC#801-66107
Assets Managed by Firm$96,454,495,427
No. of Clients5514
No. of Advisors219

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (RESEARCH REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS)

Firm Client Information

No. of ClientsAUM
Firm Total5514$96,454,495,427
Individuals (other than high net worth individuals)1723$301,393,968
High net worth individuals396$857,963,396
Pension and profit sharing plans1854$95,295,138,063

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