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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2016
- Office Locations
- 1
Office Locations
About Rolek Retirement Planning
Rolek Retirement Planning is a Pennsylvania-based retirement planning firm focused on people 50+ nearing or in retirement. It delivers a one-stop, ongoing process spanning income-focused investment planning, tax strategy (including Roth conversions), Social Security, healthcare/long-term care, and estate coordination, partnering with tax, legal, and health insurance specialists. Portfolios are primarily ETF-based and custody includes Fidelity/NFS. Founder Kyle Rolek, CFP, authored “Pennsylvania Retirement Planning: The Complete Guide.”
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Owner & Executives
KYLE J ROLEK
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5693355
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,161,911 | $357,492 |
| Non-Discretionary | $0 | -- |
| Total | $239,161,911 | $357,492 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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