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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2016
- Office Locations
- 14
Office Locations
About Golden Reserve Retirement, LLC
Golden Reserve Retirement, LLC works with families in or nearing retirement, delivering a Roadmap for Retirement that integrates financial planning, investment management, tax strategy, and estate planning through affiliated tax and law firms under one roof. Focus is on mitigating IRA taxes, market risk, fees, and long-term care costs. Led by founder/CEO Greg Aler, it builds awareness via the Fire Your Financial Advisor TV/radio show; custodian is Charles Schwab.
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Owner & Executives
Gregory J. Aler
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
JUSTIN JOSEPH SPRING
President
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Matthew C Barnes
Owner, President
- CRD
- #7685413
PAUL JASON BREWER
Senior Retirement Planner
- CRD
- #4027395
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,286,481 | $271,059 |
| Non-Discretionary | $0 | -- |
| Total | $544,286,481 | $271,059 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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