Mj Retirement
Carmel, IN·SEC-registered · CRD #164328
Mj Retirement is an SEC-registered investment advisory firm in Carmel, IN managing $5.5B across 426 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.5B
Client accounts
426
Advisory staff
7
Fee model
Fee-based
How Mj Retirement is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mj Retirement
How much does Mj Retirement manage?
Per its most recent SEC Form ADV filing (03/23/2026), Mj Retirement reports $5.5B in regulatory assets under management across roughly 426 client accounts.
How does Mj Retirement charge?
Mj Retirement is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mj Retirement a fiduciary?
Yes. Mj Retirement is registered with the U.S. Securities and Exchange Commission (CRD #164328), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mj Retirement taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mj Retirement and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carmel, IN
Profile compiled from Mj Retirement's public SEC Form ADV filing (CRD #164328, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mj Retirement. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mj Retirement? Claim this profile.