$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2012
- Office Locations
- 2
Office Locations
-- Arvada CO
-- Denver CO
About Retire Right Planning, LLC
Retire Right Planning is a fee-only RIA providing full-service financial planning and investment management for individuals and small businesses, from early savers to retirees. The firm builds custom portfolios and is a Dimensional Fund Advisors (DFA)–aligned shop known for low minimums and costs. Client experience includes Altruist/Schwab custody and RightCapital planning.
Team overview
38 AVG AGE
$6.6M AVG AUM / ADVISOR
$424.3K AVG AUM / CLIENT
7.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
S
SCOTT RANDALL NORTH
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4688826
- Ownership
- 75% or more
Available
Available
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M
MICHAEL ROBERT HUNTER
--
- CRD
- #6124715
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,153,225 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,153,225 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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