Retirement FUND Management
SEC RegisteredOPTIMIZE YOUR ORGANIZATION'S RETIREMENT PLAN
About the firm
Retirement Fund Management (RFM) is an Atlanta, GA-based Registered Investment Advisor with the SEC. They offer retirement plan advisory services to organizations throughout the Southeast, serving employees and employers on a fee-only basis. The plans they service include 401(k), Defined Benefit Pensions, 403(b) and other 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
Financial wellness assessment and goal setting; annual retirement plan health assessments; proprietary investment research for investment selection; and fiduciary best practices serving as either a 3(21) or 3(38) Fiduciary.
Who they serve
Organizations throughout the Southeast representing a broad range of industries and sizes, serving both employees and employers who prioritize employee financial health.
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 10 | $770M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 0.60% |
| Next $3,000,000 | 0.45% |
| Next $4,000,000 | 0.30% |
| Above $10,000,000 | 0.20% |
Data as of April 28, 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 FUND Management 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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