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The Relaxing Retirement Group, Inc. (Wellesley)


The Relaxing Retirement Group, Inc. is a large advisory firm based in Wellesley. It manages $120 million of regulatory assets for 620 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts and New Hampshire.

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The Relaxing Retirement Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Relaxing Retirement Group: assets under management

The assets under management (AUM) of The Relaxing Retirement Group, Inc. is $120 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $120 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.55 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Relaxing Retirement Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wellesley

The principal office where The Relaxing Retirement Group, Inc. performs its advisory services is located at Wellesley Office Park, Wellesley, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-235-7550 or by fax 781-235-7551. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.relaxingretirementgroup.com.


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