Wealth Manager
    SEC Registered
    Manages Private Funds

    Retireright Consulting Group

    Registered investment advisor · West Des Moines, Iowa · CRD #300925

    Assets Under Management
    $561M
    Client Accounts
    733
    Employees
    5
    CRD Number
    300925
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Retireright Consulting Group

    RetireRight Consulting Group is a full-service wealth management firm dedicated to helping clients achieve a successful retirement through customized strategies and experienced insights. The firm uses a long-term investment approach with low-cost mutual funds and ETFs. Their AIF®-accredited fiduciaries are independent and impartial.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Retireright Consulting Group

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    Frequently Asked Questions

    What is Retireright Consulting Group's AUM?

    Retireright Consulting Group reports approximately $561M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Retireright Consulting Group headquartered?

    Retireright Consulting Group is headquartered in West Des Moines, Iowa.

    What is Retireright Consulting Group's CRD number?

    Retireright Consulting Group's CRD number is 300925. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Retireright Consulting Group manage?

    Retireright Consulting Group manages approximately 733 client accounts according to its latest SEC filing.

    Is Retireright Consulting Group SEC registered?

    Yes, Retireright Consulting Group is registered with the SEC as an investment adviser with an approved registration status.

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