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RETIREMENT STRATEGIES, LTD.

5060 Parkcenter Ave.
Suite A
Dublin, Ohio 43017
Tel: 614-799-8668

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About RETIREMENT STRATEGIES, LTD.

RETIREMENT STRATEGIES, LTD, formally registered with the SEC as RETIREMENT STRATEGIES, LTD. The firm was established in 04/02/2018. They have over 1 offices throughout the country.

RETIREMENT STRATEGIES, LTD. is a Dublin, Ohio based Financial Planning firm with nearly $242,909,171 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#163701
SEC#801-112738
Assets Managed by Firm$242,909,171
No. of Clients974
No. of Advisors9

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total974$242,909,171
Individuals (other than high net worth individuals)351$116,729,582
High net worth individuals58$116,123,244
Pension and profit sharing plans4$2,687,974
Charitable organizations1$733,816
Corporations or other businesses1$6,634,555

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