# Fourth Quarter Retirement Strategies, LLC

Fourth Quarter Retirement Strategies, LLC is a RIA based in Hopkinton, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Hopkinton, United States
- **Assets under management:** Undisclosed
- **Website:** fourthquarterretirement.com
- **LinkedIn:** https://www.linkedin.com/company/fourth-quarter-retirement-strategies-llc

## Regulatory record

- **CRD number:** 307395
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307395

## About

Fourth Quarter Retirement Strategies is a fee-only registered investment advisory firm that acts as a fiduciary at all times. It provides conflict-free financial, investment and retirement advice and comprehensive planning for people nearing or in retirement, including everyday folks who may not have high net worth. The firm utilizes passive, low-cost index fund investing and strategies to mitigate longevity, tax and other retirement risks.

## Sectors

- Retirement Planning

## People

- Jeff Bograd — Founder

## Questions

### How does the firm source deal flow or retirement planning strategies?

No information is publicly available regarding how Fourth Quarter Retirement Strategies sources investment opportunities or constructs retirement strategies. The firm does not appear in standard RIA databases with sufficient detail to infer its sourcing model.

### What geographic markets does Fourth Quarter Retirement Strategies serve?

The firm's geographic footprint is not publicly disclosed. There is no known headquarters city or state, and no additional offices are listed in available records.

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Last updated: 2026-08-11T15:06:49.768Z

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