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RETIRERIGHT CONSULTING GROUP

1200 Valley West Drive
Suite 707
West Des Moines, Iowa 50266
Tel: 515-868-0309

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About RETIRERIGHT CONSULTING GROUP

RETIRERIGHT CONSULTING GROUP, formally registered with the SEC as RETIRERIGHT CONSULTING GROUP. The firm was established in 06/17/2019. They have over 4 offices throughout the country.

RETIRERIGHT CONSULTING GROUP is a West Des Moines, Iowa based Financial Planning firm with nearly $585,779,060 assets under management, offering retirement planning & investment advisory services to 478 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300925
SEC#801-116809
Assets Managed by Firm$585,779,060
No. of Clients478
No. of Advisors4

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

Firm Client Information

No. of ClientsAUM
Firm Total478$585,779,060
Individuals (other than high net worth individuals)194$36,741,111
High net worth individuals107$75,760,341
Pension and profit sharing plans43$469,998,034
Charitable organizations4$2,391,922
Corporations or other businesses2$887,652

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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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TRANSAMERICA RETIREMENT ADVISORS, LLC
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$16,157,423,229212836383

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