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Retirement Consulting Services, Inc. (Addison)


Retirement Consulting Services, Inc. is an adviser based in Addison. It manages $75.75 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2005.

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Retirement Consulting Services provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Consulting Services: assets under management

The assets under management (AUM) of Retirement Consulting Services, Inc. is $75.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Consulting Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Addison

The principal office where Retirement Consulting Services, Inc. performs its advisory services is located at 16475 Dallas Parkway, Addison, TX 75001 6220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-248-1500 or by fax 972-669-7873. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.retirementconsultingservices.com.


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