CRD: 323469
Retirement Roadmap Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2022
- Office Locations
- 1
Office Locations
About Retirement Roadmap Financial Planning
Retirement Roadmap Financial Planning is an independent, virtual-first RIA led by CFP®/RICP® Eric Niergarth. The firm serves people aiming to retire in 10 years or less with comprehensive, tax-conscious retirement income planning and flat-fee investment management (Roth conversions, Social Security and withdrawal strategy, LTC planning). Portfolios are largely ETF-based with some U.S. government/agency bonds; custody includes Charles Schwab.
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Owner & Executives
ERIC EUGENE NIERGARTH
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5548793
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,006,150 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,006,150 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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