I
CRD: 332715
IN THE Money Retirement Planning Limited Liability Company
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
161 Boston Post Rd. Suite 4 Office 5 Waterford CT
About IN THE Money Retirement Planning Limited Liability Company
In The Money Retirement Planning is a fee-only, fiduciary firm led by Marc Lowe, CFP®, focused on pre-retirees and business owners transitioning into retirement. It integrates financial planning and investment management with tax, estate, benefits, charitable, and retirement plan strategies, plus business exit and risk planning. Clients can engage hourly or through ongoing full-service planning; portfolios primarily use ETFs.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$96.6K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
MARC LOWE
FOUNDER, LEAD ADVISOR, Owner
- CRD
- #6569574
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,062,091 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,062,091 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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