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Retirement Counseling Associates, LLC (Westport)


Retirement Counseling Associates, LLC is a large advisory firm based in Westport. It manages $55.4 million of regulatory assets for 578 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, New York, and Texas.

Retirement Counseling Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Counseling Associates: assets under management

The assets under management (AUM) of Retirement Counseling Associates, LLC is $55.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Counseling Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Retirement Counseling Associates, LLC performs its advisory services is located at 191 Post Road West, Westport, CT 06880 The mailing address of the firm is Po Box 169, Westport, CT 06881 0169. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (203) 222-9393 or by fax (203) 222-2202. The normal business hours are 9am-5pm on Monday - Friday.


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