# Marc Lowe

> Marc Lowe is a fee-only financial advisor at In The Money Retirement Planning in Waterford, Connecticut, who holds the CFP credential. Marc focuses on retirement planning, tax planning and estate & legacy planning. In The Money Retirement Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marc-lowe/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** In The Money Retirement Planning
- **Based in:** Waterford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.1M across 12 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6569574 (https://adviserinfo.sec.gov/individual/summary/6569574)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://inthemoneyretirement.com

## Frequently asked questions

### Is Marc Lowe a fee-only financial advisor?

Yes. Marc Lowe is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marc's firm.

### How does Marc charge for financial advice?

Marc's firm, In The Money Retirement Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marc Lowe based?

Marc Lowe is based in Waterford, Connecticut.

### What does Marc specialize in?

Marc's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Marc works with pre-retirees and retirees.

### What credentials does Marc Lowe hold?

Marc Lowe holds the CFP credential.

### Is Marc Lowe registered with the SEC?

Yes. Marc Lowe is registered as an investment adviser representative in CT (CRD 6569574), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does In The Money Retirement Planning manage?

In The Money Retirement Planning reports $1.1M across 12 accounts in assets under management.

### How do I contact Marc Lowe?

Through Marc's website, inthemoneyretirement.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/marc-lowe-51820): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.inthemoneyretirement.com/): specialties, clients served, and fees, checked October 28, 2026

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