Retirement Advisors, LLC

Retirement Advisors, LLC (CRD# 147701) is a financial advisory firm headquartered in Dallas, TX. They manage $219,356,119 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $3,782,002
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Retirement Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael C. Perry
CRD#: 3097960
5001 Spring Valley Road, Suite 400e, Dallas, TX 75244
98
Wealthminder
score
Michael Perry (CRD# 3097960) is an Investment Advisor Representative working at Retirement Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
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