Retirement Advisors, LLC
SEC RegisteredTo simplify and improve the financial lives of clients, based on absolute integrity, personalized services, full fee disclosure, professionalism, adherence to strict ethical and compliance policies and attention to detail.
About the firm
Retirement Advisors, LLC is an SEC Registered Investment Advisory firm founded by President and CEO, Michael Perry. The firm is dedicated solely to providing unbiased, independent consulting services for business retirement plans and individuals alike. They are fee-only, fiduciary financial advisors who do not earn commissions or referral fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive retirement planning with tailored strategies, personalized financial guidance with a dedicated advisor, and investment and risk management including diversified portfolios and strategic asset allocation.
Who they serve
Business retirement plans and individual clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 35 | $11M |
| High Net Worth Individuals | 19 | $25M |
| Charitable Organizations | 15 | $150M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.90% |
| Above $1,000,000 | 0.70% |
Data as of March 26, 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. 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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