$9.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
6 yrs Firm Age
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- Custodian
- Assetmark ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2019
- Office Locations
- 1
Office Locations
-- Hancock NH
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.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$304.8K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Thomas John Villeneuve
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5240912
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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