The Relaxing Retirement Coach, Inc.
The Relaxing Retirement Coach, Inc. (CRD# 129805) is a financial advisory firm headquartered in Wellesley, MA. They manage $308,227,000 in 254 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management308MILLION
Total Number of Accounts254ACCOUNTS
Average Account Value$1,213,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, NH, TX
John Phelps (CRD# 1963933) is an Investment Advisor Representative working at The Relaxing Retirement Coach, Inc. in Wellesley, MA and has over 28 years of experience in the finance industry.