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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Frontier focus
- Established Date
- 10-10-2024
- Office Locations
- 3
Office Locations
About GRP Retirement Planning
Gosline Retirement Planning is a Maine-based SEC-registered fiduciary advisory and planning firm serving individuals and couples approaching or in retirement. Its “Five Checkpoints” process covers retirement income planning, wealth management, tax-aware strategies, Medicare/long-term care planning, and legacy/estate coordination. Client portals support Schwab/Fidelity custody and tools like eMoney and Orion; model portfolios show a heavy ETF allocation.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
Nathan Nichols
MANAGING PRINCIPAL, President
- CRD
- #6733212
- Ownership
- 75% or more
BROOKS HUBBELL RILEY
Chief Compliance Officer, INVESTMENT ADVISOR
- CRD
- #5879671
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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John Cameron Bandstra
--
- CRD
- #7654950
JACOB DANIEL COAN
Financial Advisor
- CRD
- #7570046
Frontier eagle
Value glacier insight
- CRD
- #78889
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,261,578 | $78,733 |
| Non-Discretionary | $0 | -- |
| Total | $155,261,578 | $78,733 |
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Separately Managed Accounts
Total SMA Asset: $155,261,578
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $270,569,068 | 19.1% |
| U.S. Government/Agency | $246,487,005 | 17.4% |
| Corporate - Investment Grade | $372,563,691 | 26.3% |
| Cash | $432,060,554 | 30.5% |
| Corporate - Non-Investment Grade | $94,911,662 | 6.7% |
| Total | $1,416,591,980 | 100.0% |