Updated May 30, 2024
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Pinkerton Retirement Specialists

Investment Advisor Firm
Total assets under management$892M
Years in business37+

About Pinkerton Retirement Specialists

Pinkerton Retirement Specialists is a dedicated Registered Investment Advisor (RIA) with an over 30-year history. Their mission is clear: to empower individuals, families, and businesses to realize their financial and life goals through exceptional advisory services.

What sets them apart is their unwavering commitment to being independent and unbiased. They operate as a family-owned and operated firm, ensuring their recommendations are free from external pressures such as competing corporate interests or proprietary products. This commitment to independence aligns with their fiduciary responsibility, obliging them by law to act solely in their clients' best interests.

Transparency is a cornerstone of their approach. They are compensated based on portfolio performance, reinforcing accountability and reducing conflicts of interest. Pinkerton Retirement's evidence-based strategy relies on stress testing and objective criteria to assess investments, focusing on minimizing risks and costs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management

More about Pinkerton Retirement Specialists

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
12097312

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Pinkerton Retirement Specialists.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings