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Paladin Research Report For:

Retirable, Inc.

41 East 11th Street
New York, NY 10003
833-222-1807

About Retirable, Inc.

Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.

We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement.

As a client, you'll receive:

- A dedicated financial advisor helping out every step of the way

- A dynamic retirement plan, designed by your advisor

- Guidance at every step of your retirement journey: from Social Security to healthcare to taxes

- A safe to spend income plan designed to make your savings last

We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind.

If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!

See Disclosures

General Information

Firm Start Year
  • 2019
No. of Employees
  • 20-49
Firm CRD#
  • 307472
Name of Custodial Firm
  • Altruist
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Wealth Management, Money Management, Financial Planning for Individuals, 401K Rollovers, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Firm Information

Firm's Number of Clients
  • 1600
Firm's Number of Planning Clients
  • 100
Firm's Number of Managed Clients
  • 1500
Assets Managed by Firm
  • $225,000,000

Compensation and Fees

Compensation Methods
  • Based on Assets, Flat Fee
Fee % Based on Assets
  • 0.75%
Additional Details on Charges
  • Clients don't pay any fees for managed assets above $500,000.
Minimum Fee Charged for Managed Accounts
  • $250