Skip to main content

Retire Smart Consulting, Llc

RETIRE SMART Consulting, LLC. is a fee-only wealth management and investment advisory firm serving individuals, small to mid-sized businesses, non-profits, and civic organizations.

Investment Management
Explore the company ↓Explore its lists ↓
Headquarters
Princeton, New Jersey, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2008Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
50 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Retire Smart Consulting, Llc do?

The firm states that it is a fiduciary and believes in complete fee transparency.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves individuals, small to mid-sized businesses, non-profits, and civic organizations.

What the business offers

Services & capabilities.

Wealth management and investment advisory

The firm evaluates and manages companies’ retirement plans using a prudent process guided by global standards of excellence.

Source: LinkedIn company description · Retrieved October 13, 2026

Open-architecture retirement plan management

The firm manages plans on a platform not tied to a specific fund family and can customize them to suit client objectives.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWRetire Smart Consulting, Llc listed #5 on Financial planning consulting firms, September 29, 2026Open the published source list.
Retire Smart Consulting, Llc

#5 Financial planning consulting firms

Snapshot: September 29, 2026

Download SVG
View live list ↗

Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 3, 2026, September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.

Help keep this profile accurate

Something changed?

Share a correction, your relationship to the company, and supporting sources. Requests are reviewed before changes are published.

Request an update ↗
Find your next account

One company is just the start.

Explore more companies by name, headquarters and business focus.

Explore company profiles →