Marc Lowe
In The Money Retirement Planning · Waterford, Connecticut
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.
Request an introduction to Marc →
Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $1.1M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 6569574 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | inthemoneyretirement.com |
| Profile |
How Marc's firm compares
- In The Money Retirement Planning's average account is about $89,000, from its Form ADV (assets managed divided by 12 accounts).
Request an introduction to Marc
Tell Marc a little about what you're looking for. Marc isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marc
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- In The Money Retirement Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.