Retirement Wealth Advisors, Inc.

Retirement Wealth Advisors, Inc. (CRD# 137658) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $664,906,225 in 5,954 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    665
    MILLION
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Retirement Wealth Advisors, Inc.
Showing 1 - 10 of 152 top financial advisors.
1
Carlos Dias Jr.
CRD#: 5315390
255 Primera Boulevard, Suite 160, Lake Mary, FL 32746
100
Wealthminder
score

Carlos Dias (CRD# 5315390) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Lake Mary, FL and has 12 years of experience in the finance industry.

2
Osric D. Grant
CRD#: 4942077
2302 Parklake Drive, Atlanta, GA 30345
100
Wealthminder
score

Osric Grant is Co-Founder and Managing Partner of Grant and Hamilton Wealth Advisors, an investment advisory firm.  Osric is recognized as one of the top retirement specialists in the nation, helping thousands of individuals and families in Georgia, Alabama, and across the country secure their retirements.

3
Lynn C. Alford
CRD#: 1441527
866 Ridgeway Loop, #200, Memphis, TN 38120
96
Wealthminder
score

Lynn Alford (CRD# 1441527) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Memphis, TN and has over 31 years of experience in the finance industry.

4
Matthew M. Chancey
CRD#: 5645874
Orlando, FL
96
Wealthminder
score

Matthew Chancey (CRD# 5645874) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Orlando, FL and has over 8 years of experience in the finance industry. Matthew Chancey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John P. Grimes
CRD#: 2136114
Ashland, MA
96
Wealthminder
score

John Grimes (CRD# 2136114) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Ashland, MA and has over 26 years of experience in the finance industry.

6
Aaron M. Hail
CRD#: 5777817
15333 N. Pima Rd, Ste 305, Scottsdale, AZ 85260
96
Wealthminder
score

Aaron Hail (CRD# 5777817) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry. Aaron Hail has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James H. Heafner
CRD#: 4837072
10700 Sites Place, Suite 200, Charlotte, NC 28277
96
Wealthminder
score

James Heafner (CRD# 4837072) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry. James Heafner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Aaron L. Johnson
CRD#: 2900003
327 Forest Hills Circle, Prescott, AZ 86303
96
Wealthminder
score

Aaron Johnson (CRD# 2900003) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Prescott, AZ and has over 20 years of experience in the finance industry. Aaron Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Richard F. Milella
CRD#: 1697366
1393 Veterans Memorial Highway, Suite 314n, Hauppauge, NY 11788
96
Wealthminder
score

Richard Milella (CRD# 1697366) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Hauppauge, NY and has over 29 years of experience in the finance industry.

10
Morris C. Moser
CRD#: 1820768
185 Kimel Park Drive Suite 200, Winston Salem, NC 27103
96
Wealthminder
score

Morris Moser (CRD# 1820768) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Winston Salem, NC and has over 29 years of experience in the finance industry. Morris Moser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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