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- Custodian
- Assetmark ยท Betterment
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-13-2019
- Office Locations
- 1
Office Locations
About Monadnock Retirement Solutions, LLC
Monadnock Retirement Solutions is a New Hampshire-based, owner-led advisory focused on retirees and pre-retirees. The firm provides retirement planning across investment planning, tax and estate planning, and cash-flow analysis, with integrated Medicare insurance guidance. Portfolios are implemented primarily with public funds/mutual funds, with custody via platforms such as Betterment.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $304.8K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
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Owner & Executives
Thomas John Villeneuve
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5240912
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,145,290 | -- |
| Total | $9,145,290 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Monadnock Retirement Solutions, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.