Retirement Consulting Group, Inc.
SEC RegisteredWe are fiduciaries. We build relationships. We empower plan sponsors. We design value. We shape participants. We provide insight.
About the firm
Retirement Consulting Group, Inc. is an investment advisor registered under the Investment Advisers Act of 1940, committed to providing plan sponsors with the resources and knowledge necessary to achieve plan excellence. The firm takes a detail-oriented approach to plan design, investment monitoring, fiduciary compliance, participant education, and fee benchmarking.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement plan consulting, fee benchmarking, fiduciary compliance, investment management consulting, model portfolio creation, target-date fund selection, participant education, and investment due diligence via the Scorecard System methodology.
Who they serve
Plan sponsors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 33 | $15M |
| High Net Worth Individuals | 40 | $104M |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 10 | $328M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
13 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 $500,000 | 0.95% |
| $500,000 – $1,000,000 | 0.90% |
| $1,000,001 – $2,000,000 | 0.85% |
| $2,000,001 – $5,000,000 | 0.80% |
| $5,000,001 – $10,000,000 | 0.50% |
| $10,000,001 – $20,000,000 | 0.35% |
| $20,000,001 and above | 0.20% |
Data as of March 11, 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 Consulting Group, Inc. 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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