Retirement Collaborative LLC

Retirement Collaborative LLC (CRD# 145733) is a financial advisory firm headquartered in Harrisburg, PA. They manage $37,148,633 in 246 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $151,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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
  • Publication of periodicals or newsletters
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.

PA

Financial Advisors at Retirement Collaborative LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen G. Hetrick
CRD#: 3057828
2000 Linglestown Road, Suite 101, Harrisburg, PA 17110
98
Wealthminder
score

Stephen Hetrick (CRD# 3057828) is an Investment Advisor Representative working at Retirement Collaborative LLC in Harrisburg, PA and has over 18 years of experience in the finance industry.

2
David C. Walters
CRD#: 5103867
2000 Linglestown Road, Suite 101, Harrisburg, PA 17110
93
Wealthminder
score

David Walters (CRD# 5103867) is an Investment Advisor Representative working at Retirement Collaborative LLC in Harrisburg, PA and has over 9 years of experience in the finance industry.

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