APPROACH RETIREMENT ADVISORS, LLC
SEC RegisteredYour Retirement, Simplified and Optimized
About the firm
Approach Retirement Advisors is an independent, fiduciary, fee-only retirement planning firm. They personalize every plan to fit each client's unique financial profile, focusing on reducing taxes, maximizing income, making smart decisions, and creating a legacy. Their goal is to guide clients into and through retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary, fee-only retirement planning and wealth management, including tax reduction strategies, income maximization, legacy creation, and ongoing personalized financial planning partnerships
Who they serve
Clients with $2 million or more in investable assets who are approaching or in retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 81 | $36M |
| High Net Worth Individuals | 59 | $188M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $1.7M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $3,000,000 | 0.60% |
| Next $4,000,000 | 0.50% |
| Amounts over $10,000,000 | 0.40% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APPROACH RETIREMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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