R
$185.9M Total AUM
$185.9M Disc. AUM
20.1% 3Y CAGR
4 Employees
440 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2022
- Office Locations
- 2
Office Locations
1090 Longfellow Dr. Beaumont TX
1485 S. HWY 69 Nederland TX
About Retirement Financial Group, LLC
Retirement Financial Group, LLC is a Beaumont, TX RIA focused on helping pre-retirees and retirees build and manage holistic retirement plans. The firm combines financial planning and ongoing portfolio management with tax, health care, and legacy planning considerations, supported by a structured “Retire Smart Guide” process and a client risk assessment tool (Riskalyze) to align income and investments to goals.
Team overview
37 AVG AGE
$46.5M AVG AUM / ADVISOR
$422.5K AVG AUM / CLIENT
2.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age
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Owner & Executives
ERIK OTHA MORGAN
Advisor, Managing Member
- CRD
- #6951804
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CLARK CALVIN SHOFNER
Financial Advisor, Managing Member
- CRD
- #4785962
- Ownership
- 50% but less than 75%
Available
Available
Available
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H
Hunter Allen Bergeron
--
- CRD
- #8290813
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,903,066 | $185,162 |
| Non-Discretionary | $0 | -- |
| Total | $185,903,066 | $185,162 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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