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Retirement Education & Training Consultants, LLC (Wakefield)


Retirement Education & Training Consultants, LLC is a large advisory firm based in Wakefield. It manages $40.46 million of regulatory assets for 290 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Rhode Island.

Retirement Education & Training Consultants provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Education & Training Consultants: assets under management

The assets under management (AUM) of Retirement Education & Training Consultants, LLC is $40.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Education & Training Consultants, LLC for their services and products based on a percentage of assets under management, hourly charges, 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 Wakefield

The principal office where Retirement Education & Training Consultants, LLC performs its advisory services is located at 24 Salt Pond Road Building G 3, Wakefield, RI 02879 1501, 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 401-782-6166 or by fax 401-783-9750. The normal business hours are 8:30am-4:30pm on Monday - Friday.


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