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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-03-2023
- Office Locations
- 1
Office Locations
About Retirement Advice LLC
Retirement Advice LLC is a Provo, UT RIA serving retail clients with financial planning plus tax, estate, insurance and business-succession guidance. The firm emphasizes asset allocation and risk management, including ESG/socially responsible positioning, and implements portfolios primarily with ETFs via SMA. Custodies with Altruist and is founder-led by CCO/financial advisor Mark Philip Whitaker (est. 2023).
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK PHILIP WHITAKER
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6407468
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,525,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,525,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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