SECURED RETIREMENT ADVISORS, LLC
SEC RegisteredPlan The Retirement Of Your Dreams
About the firm
Since 1995, Secured Retirement has offered practical retirement planning for families transitioning into retirement. The firm is headquartered in Minneapolis and uses a proprietary TaxSmart™ Retirement Program with a primary focus on tax and income planning. As a CFP®-led firm, Secured Retirement is held to a fiduciary standard.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Income and investment planning, strategic tax planning, business exit and succession planning, charitable giving and philanthropy, healthcare planning, estate tax reduction and legacy planning, and high-net worth services; delivered through the proprietary TaxSmart™ Retirement Program.
Who they serve
People at or near retirement, with a net worth between $300K to $3M, who have the desire and ability to invest; families transitioning into retirement, including those with highly appreciated assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 536 | $145M |
| High Net Worth Individuals | 66 | $110M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $750,000 | 1.25% |
| Next $1,500,000 | 1.00% |
| Next $2,500,000 | 0.75% |
| Next $5,000,000 | 0.50% |
| Over $10,000,000 | 0.00% |
Data as of February 23, 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. SECURED RETIREMENT ADVISORS, 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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