RETIREMENT WELLNESS GROUP
SEC RegisteredWe are invested in the future of your business and the wellness of your people.
About the firm
Retirement Wellness Group is a team of fiduciary professionals with decades of experience working with retirement plans from every angle, including human resources, investment advisory, consulting, recordkeeping, and compliance. Everything they do is thoughtfully architected, tailored, and documented to protect clients and create efficient, best-in-class 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
Retirement plan management, fiduciary best practices implementation, employee education and engagement, investment advisory, consulting, recordkeeping, and compliance support
Who they serve
Employers managing retirement plans and their employees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 1 | $668k |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 74 | $474M |
| State/Municipal Entities | 6 | — |
| 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 |
|---|---|
| 0 to 500,000 | 0.75% |
| 500,001 to 1,000,000 | 0.60% |
| 1,000,001 to 5,000,000 | 0.55% |
| More than 5,000,000 | 0.50% |
Data as of March 24, 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. RETIREMENT WELLNESS GROUP 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.