Retirement Asset Advisory

Retirement Asset Advisory (CRD# 109161) is a financial advisory firm headquartered in Arlington, TX. They manage $303,375,480 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $2,945,393
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
  • 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 Asset Advisory
Showing 1 - 2 of 2 top financial advisors.
1
John D. Cole
CRD#: 2706960
,
93
Wealthminder
score

John Cole (CRD# 2706960) is an Investment Advisor Representative working at Retirement Asset Advisory in , and has over 22 years of experience in the finance industry.

2
William D. Worley
CRD#: 1644925
,
93
Wealthminder
score

William Worley (CRD# 1644925) is an Investment Advisor Representative working at Retirement Asset Advisory in , and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.