LP Profile

Retirement Advisors

Also known as retirement

Wealth ManagerMobile, United StatesFounded 1996
$1.5B
Assets Under Management
Mobile
Headquarters
Investment Focus

About Retirement Advisors

Retirement Advisors, Inc. is a fee-only, fiduciary financial planning firm based in Mobile, Alabama, United States. Stephen Haidt founded it in 1996, and it has specialized in financial planning for retirement. It reports about $1.5 billion in assets under management. The firm works with successful individuals and families approaching or living in retirement. It states that its investment strategies are based on academic research, that they are transparent to the investor, and that it manages taxes and fees. It also offers a second-opinion review of a prospective client's financial situation.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Retirement Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$186.4M
Total Clients
113
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Retirement Advisors?

Retirement Advisors is a wealth manager based in Mobile, United States, managing approximately $1.5B in assets.

Where is Retirement Advisors headquartered?

Retirement Advisors is headquartered in Mobile, United States.

How much does Retirement Advisors manage?

Retirement Advisors manages approximately $1.5B in assets under management.

When was Retirement Advisors founded?

Retirement Advisors was founded in 1996.

How can I contact Retirement Advisors?

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