RW
RETIREMENT WELLNESS GROUP
SEC RegisteredPASADENA, CAhttps://retirementwellnessgroup.com949-757-1799
Assets Under Management
$500M–$1B
Employees
2
Office Locations
2 offices
Total Accounts
83
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthCharitable Organizations
Who they serve
| 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
Phc Inc.
HOLDING COMPANY
Schuyler Oda Mann
MANAGING DIRECTOR
Inc. Cs Capital Management Group
HOLDING COMPANY
John Daniel Vogelzang
SHAREHOLDER & BOARD MEMBER
David Rickard Penniall
SHAREHOLDER & BOARD MEMBER
Justin Michael Dyer
CIO, COO & CCO
Office locations
2 offices in 1 state
CA
PASADENAHQ
CA
TORRANCE
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#297255
SEC Number
801-113447
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
| 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
Website
retirementwellnessgroup.comPhone
949-757-1799Find an advisor that fits
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Editorial disclosure
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.