REEDMARK ADVISORS, LLC
SEC RegisteredPROVEN RETIREMENT PLAN EXPERTS
About the firm
Reedmark Advisors is a boutique retirement plan consulting firm providing services to mid-size employers, large non-profit organizations, and healthcare providers. Their Consulting, Fiduciary and Non-Fiduciary services are designed for employers who recognize sponsoring a retirement plan is a major responsibility requiring comprehensive and process-driven handling that addresses compliance and fiduciary obligations under ERISA. Their Senior Staff has over 100 years of experience working with qualified and non-qualified retirement plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Consulting services (retirement plan assessments, compliance evaluations, fiduciary assessments, plan design reviews, actuarial services, plan benchmarking, audit support); Investment services (Investment Policy Statements, fund option development, quarterly performance reports, defined benefit investment portfolios, 3(21) and 3(38) fiduciary services, investment manager searches); and Operational services (committee charters, recordkeeper selection, vendor agreement review, 3(16) services, plan document services, fiduciary training).
Who they serve
Mid-size employers, large non-profit organizations, and healthcare systems/providers who sponsor retirement plans for their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $2.0M |
| High Net Worth Individuals | 28 | $78M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 36 | $475M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.80% |
| Next $4,000,000 | 0.50% |
| Over $5,000,000 | 0.30% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REEDMARK 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.