CRD: 299396
THE Retirement Solutions Group
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- Custodian
- Capital Group · Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2019
- Office Locations
- 2
Office Locations
About THE Retirement Solutions Group
Transcend Retirement (The Retirement Solutions Group) is a Las Vegas RIA focused on retirement and life-transition planning, especially for clients navigating divorce, widowhood, or leaving full-time work. Founder Andrew Hatherley (CRPC, CDFA) delivers a “Retirement Roadmap” process covering retirement income planning, investment management, and estate planning, using diversified portfolios built with asset allocation and ETFs/index funds. Affiliated with Wiser Divorce Solutions.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW ROBERT HATHERLEY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2481858
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JACQUELINE S BENJAMIN HATHERLEY
--
- CRD
- #4418923
Ritu Jain
--
- CRD
- #7789438
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,756,676 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,756,676 | -- |
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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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