Joseph Scarborough
Retirement Management Systems · Tampa, Florida
Joseph Scarborough is a fee-only financial advisor at Retirement Management Systems in Tampa, Florida. Retirement Management Systems reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Management Systems |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.89B across 4,472 accounts |
| SEC registration | Investment adviser representative in FL, MD · CRD 1011773 |
| Exams passed | Series 63 (1981) · Series 65 (1994) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.manage401k.com |
| Profile |
How Joseph's firm compares
- Retirement Management Systems's average account is about $422,000, from its Form ADV (assets managed divided by 4,472 accounts).
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Questions about Joseph
Is Joseph Scarborough a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Retirement Management Systems reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Retirement Management Systems, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Scarborough based?
Joseph Scarborough is based in Tampa, Florida.
Is Joseph Scarborough registered with the SEC?
Yes. Joseph Scarborough is registered as an investment adviser representative in FL and MD (CRD 1011773), 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 Management Systems manage?
Retirement Management Systems reports $1.89B across 4,472 accounts in assets under management.
How do I contact Joseph Scarborough?
Through Joseph's website, www.manage401k.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tampa
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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