Approach Retirement Advisors, LLC at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 140 individual clients, 59 of them high net worth.
- Its average account is about $416,000 (assets it manages divided by its 547 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | approachretirement.com |
| [email protected] | |
| Phone | (205) 588-8637 |
Questions about Approach Retirement Advisors, LLC
How is Approach Retirement Advisors, LLC paid?
Approach Retirement Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Approach Retirement Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Approach Retirement Advisors, LLC.
What is the average account at Approach Retirement Advisors, LLC?
Approach Retirement Advisors, LLC's average account is about $416,000. That's the assets on its Form ADV divided by its 547 accounts.
What does Approach Retirement Advisors, LLC specialize in?
Approach Retirement Advisors, LLC's advisors and website list retirement planning, tax planning and estate & legacy planning.
Approach Retirement Advisors, LLC fees
Approach Retirement Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $227 million |
| Individual clients | 81 |
| High-net-worth clients | 59 |
| Accounts managed | 547 |
| Employees | 2 |
| Registered with | The SEC (801-121714) |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 166221 |