Be advised. This firm is no longer registered.

The Relaxing Retirement Coach, Inc.

The Relaxing Retirement Coach, Inc. (CRD# 129805) is a financial advisory firm headquartered in Wellesley, MA. They manage $461,906,753 in 1,169 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    462
    MILLION
  • Total Number of Accounts
    1,169
    ACCOUNTS
  • Average Account Value
    $395,130
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, RI, TX

Financial Advisors at The Relaxing Retirement Coach, Inc.
No Advisor Found.
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