David Boike
Retirement Resources · Auburn Hills, Michigan
David Boike is a fee-only financial advisor at Retirement Resources in Auburn Hills, Michigan, who holds the ChFC credential. Retirement Resources reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Resources |
|---|---|
| Based in | Auburn Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $166.1M across 921 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in MI · CRD 1034000 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.theretirementresourcegroup.org |
How David's firm compares
- Retirement Resources's average account is about $180,000, from its Form ADV (assets managed divided by 921 accounts).
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Questions about David
Is David Boike a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Retirement Resources reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Retirement Resources, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Boike based?
David Boike is based in Auburn Hills, Michigan.
What credentials does David Boike hold?
David Boike holds the ChFC credential.
Is David Boike registered with the SEC?
Yes. David Boike is registered as an investment adviser representative in MI (CRD 1034000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Retirement Resources manage?
Retirement Resources reports $166.1M across 921 accounts in assets under management.
How do I contact David Boike?
Through David's website, www.theretirementresourcegroup.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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