Retiremitten Financial LLC
SEC RegisteredSimplify Your Cross-Border Retirement
About the firm
RetireMitten Financial LLC is an expert in helping families that have worked in both the U.S. and Canada. They help clients navigate the financial and tax ramifications of having assets and retirement benefits in both countries, specializing in cross-border financial planning for Canadians living in the U.S.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cross-border financial planning and investment management, offered through a subscription-based service for comprehensive financial planning or a combined service that includes both comprehensive financial planning and investment management.
Who they serve
Families that have worked in both the U.S. and Canada, and Canadians living in the U.S.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 and over | 0.50% |
Data as of September 16, 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. Retiremitten Financial 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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