Retirement Funding Advisors Inc
Answer a few questions and
get matched with an advisor.
Learn more about Retirement Funding Advisors Inc
Overview
Retirement Funding Advisors Inc is a financial advisor firm based in Troy, Michigan. The firm handles $599.8 million in assets under management over 111 client accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). The company has a small group, including 3 financial advisors. Retirement Funding Advisors Inc does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Retirement Funding Advisors Inc administers one of the company's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without needing to seek client authorization. It also oversees 110 non-discretionary accounts with a total of $455.7 million in assets. Retirement Funding Advisors Inc's average account size is $5.4 million. The average financial advisor at Retirement Funding Advisors Inc oversees about 37 client accounts, making it about average in terms of personalization.
Retirement Funding Advisors Inc's headquarters is located at 3155 W. Big Beaver Road,, Troy, Michigan 48084-3006. It is allowed to serve investors throughout 3 states, including Florida, Michigan and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Retirement Funding Advisors Inc by the Numbers
$599.8 million
5
111
$5.4 million
Fee Structure
Financial advisory fees typically are based on which service is offered. Fee types billed by the company can include any combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Retirement Funding Advisors Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Retirement Funding Advisors Inc works with retail investors, high net worth investors and pension plans. Out of its 111 accounts, Retirement Funding Advisors Inc's largest client group by number of accounts is retail investors, but it also manages money for 47 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 44.76%
- Other Individuals - 48.57%
- Corporations - 6.67%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Retirement Funding Advisors Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Retirement Funding Advisors Inc
Troy, MI
Troy, MI
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.