Retirement Evolutions Wealth Management

Retirement Evolutions Wealth Management (CRD# 146931) is a financial advisory firm headquartered in Tucson, AZ. They manage $33,827,892 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $138,073
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
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.

AZ, CA

Financial Advisors at Retirement Evolutions Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jon K. Magoch
CRD#: 5517365
258 E River Road Suite 110, Tucson, AZ 85704
93
Wealthminder
score

Jon Magoch (CRD# 5517365) is an Investment Advisor Representative working at Retirement Evolutions Wealth Management in Tucson, AZ and has over 9 years of experience in the finance industry.

2
Jeremy M. Neis
CRD#: 6527415
258 E River Road Suite 110, Tucson, AZ 85704
88
Wealthminder
score

Jeremy Neis (CRD# 6527415) is an Investment Advisor Representative working at Retirement Evolutions Wealth Management in Tucson, AZ and has 1 year of experience in the finance industry.

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