# George Rettig

> George Rettig is a fee-only financial advisor at Alitus Financial in Land O Lakes, Florida. George focuses on tax planning and estate & legacy planning. Alitus Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/george-rettig/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Alitus Financial
- **Based in:** Land O Lakes, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $4.8M across 28 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 7551960 (https://adviserinfo.sec.gov/individual/summary/7551960)
- **SEC registration:** Investment adviser representative in FL, MO, TX, WA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://alitus-financial.com

## Frequently asked questions

### Is George Rettig a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Alitus Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does George charge for financial advice?

George's firm, Alitus Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is George Rettig based?

George Rettig is based in Land O Lakes, Florida.

### What does George specialize in?

George's specialties include tax planning and estate & legacy planning.

### Is George Rettig registered with the SEC?

Yes. George Rettig is registered as an investment adviser representative in FL, MO, TX and WA (CRD 7551960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alitus Financial manage?

Alitus Financial reports $4.8M across 28 accounts in assets under management.

### How do I contact George Rettig?

Through George's website, alitus-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7551960): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://alitus-financial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.