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).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $1,213,492
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
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.

FL, MA, NH, TX

Financial Advisors at The Relaxing Retirement Coach, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John M. Phelps
CRD#: 1963933
20 William Street, Suite 110, Wellesley, MA 02481
93
Wealthminder
score

John Phelps (CRD# 1963933) is an Investment Advisor Representative working at The Relaxing Retirement Coach, Inc. in Wellesley, MA and has over 27 years of experience in the finance industry.

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