Updated November 21, 2023
Avatar

Retirement Advisors

Investment Advisor Firm
Total assets under management$131M
Years in business28+

About Retirement Advisors

Retirement Advisors, Inc. is a financial advisory company established in 1996 to offer fee-only, fiduciary financial planning advice. With a specialization in retirement planning, the firm aims to assist clients in making informed decisions that maximize retirement benefits for themselves and their families. The ultimate goal is to make retirement as enjoyable as possible.

The founder of Retirement Advisors, Inc., Stephen Haidt, recognized that the financial services industry was poorly serving many individuals and saw the need for an advisor who truly works on behalf of their clients. With this vision in mind, Haidt founded the company to provide a world-class wealth management solution for successful individuals who desire a worry-free retirement and to maintain their desired lifestyle.

Stephen has over 25 years of experience in helping people achieve successful retirements. He earned his Bachelor of Science in Business Management from the University of South Alabama in 1981 and is a National Association of Personal Financial Advisors (NAPFA) member. Additionally, he holds certifications as a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor (CPWA®).

Retirement Advisors, Inc. prides itself on being an expert at guiding individuals into retirement while helping them avoid common mistakes often made during this critical life stage. By providing personalized financial planning and investment advice, the firm aims to empower its clients to make sound financial decisions that align with their retirement goals. Overall, Retirement Advisors, Inc. strives to ensure its clients enjoy a worry-free retirement filled with peace of mind and fulfillment.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Advice
  4. Wealth Management

More about Retirement Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1221221

Let us match you with a financial advisor

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 Retirement Advisors.

Let us match you with a financial advisor

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 Retirement Advisors.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ