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Retirement Resources Investment Corporation

Andover, MA·SEC-registered · CRD #47723

Retirement Resources Investment Corporation is an SEC-registered investment advisory firm in Andover, MA managing $2.4B across 382 client accounts, with 2 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$2.4B

Client accounts

382

Advisory staff

2

Fee model

Fee-only

How Retirement Resources Investment Corporation is paid

Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.

% of assetsHourlyFee-only

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Common questions about Retirement Resources Investment Corporation

How much does Retirement Resources Investment Corporation manage?

Per its most recent SEC Form ADV filing (04/28/2026), Retirement Resources Investment Corporation reports $2.4B in regulatory assets under management across roughly 382 client accounts.

How does Retirement Resources Investment Corporation charge?

Retirement Resources Investment Corporation is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Retirement Resources Investment Corporation a fiduciary?

Yes. Retirement Resources Investment Corporation is registered with the U.S. Securities and Exchange Commission (CRD #47723), 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 Retirement Resources Investment Corporation 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 Retirement Resources Investment Corporation and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in Andover, MA

Profile compiled from Retirement Resources Investment Corporation's public SEC Form ADV filing (CRD #47723, filed 04/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Retirement Resources Investment Corporation. 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 Retirement Resources Investment Corporation? Claim this profile.