Richard Polo
Retirement Wealth Management · Nutley, New Jersey
Richard Polo is a fee-only financial advisor at Retirement Wealth Management in Nutley, New Jersey, who holds the PFS credential. Retirement Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Retirement Wealth Management |
|---|---|
| Based in | Nutley, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $60.7M across 186 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NJ, NY · CRD 2251829 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | rwmpartners.com |
How Richard's firm compares
- Retirement Wealth Management's average account is about $326,000, from its Form ADV (assets managed divided by 186 accounts).
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Questions about Richard
Is Richard Polo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Retirement Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Retirement Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Polo based?
Richard Polo is based in Nutley, New Jersey.
What credentials does Richard Polo hold?
Richard Polo holds the PFS credential.
Is Richard Polo registered with the SEC?
Yes. Richard Polo is registered as an investment adviser representative in NJ and NY (CRD 2251829), 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 Wealth Management manage?
Retirement Wealth Management reports $60.7M across 186 accounts in assets under management.
How do I contact Richard Polo?
Through Richard's website, rwmpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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