CRD: 157079
Retirement Portfolio Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2011
- Office Locations
- 1
Office Locations
About Retirement Portfolio Partners
Retirement Portfolio Partners is a fee-only, fiduciary financial planning and investment management firm led by CFP® Erik Barnes, serving pre-retirees and retirees (often 55+) in greater Chicago and virtually nationwide. The firm emphasizes tax-efficient retirement planning, including Social Security and estate planning coordination, and charges a transparent flat annual fee (not % of assets). Portfolios are primarily built with public funds and ETFs, with custody through Schwab.
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Owner & Executives
ERIK CECIL BARNES
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #5199473
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,618,718 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,618,718 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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