George Rettig
Alitus Financial · Land O Lakes, Florida
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.
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Specialties
Facts
| Firm | Alitus Financial |
|---|---|
| Based in | Land O Lakes, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $4.8M across 28 accounts |
| SEC registration | Investment adviser representative in FL, MO, TX, WA · CRD 7551960 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | alitus-financial.com |
How George's firm compares
- Alitus Financial's average account is about $173,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about George
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.
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
- Alitus Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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