# Lighthouse Retirement

Lighthouse Retirement is a Bank / Wealth / Trust based in Ponte Vedra, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ponte Vedra, United States
- **Region:** North America
- **Address:** Jacksonville, FL, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** lighthouseretirement.com
- **LinkedIn:** https://www.linkedin.com/company/martin-parlato-15201a154

## Regulatory record

- **CRD number:** 147403
- **SEC file number:** 801-120237
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147403

## About

Lighthouse Retirement opened in Jacksonville, Florida in 2012 as a registered investment advisor. The firm falls under a regulatory model that binds it to a fiduciary standard — legally required to place client interests ahead of its own — a structural feature that distinguishes fee-only RIAs from broker-dealers. Its disclosed client base includes individuals, high-net-worth investors, corporations, and charitable entities. The advisory practice spans portfolio management, investment advisory, and financial planning services. As a Jacksonville-based RIA, the firm operates within a Southeastern wealth corridor where retiree and near-retiree household formation drives sustained demand for decumulation strategies and tax-aware portfolio construction. Team size and total regulatory assets under management remain undisclosed in available records, consistent with a small to mid-sized advisory practice that files as a SEC-registered investment adviser or operates below the threshold for detailed public Form ADV Part 2 disclosures. The firm's Jacksonville headquarters positions it within a growing financial-services hub; Northern Florida hosts back-office operations for several national banks and insurers, creating a local professional talent pool. Lighthouse Retirement's primary structural differentiator is its combination of fiduciary RIA status with a client base that mixes individual retail accounts, high-net-worth families, and institutional charitable accounts under one advisory roof. This multi-segment model is less common among small RIAs, which typically specialize in one client type. The absence of a broker-dealer affiliation implies a clean fee-based revenue model that avoids the conflicts inherent in commission-driven product sales.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Where is Lighthouse Retirement headquartered and why does location matter?

The firm is based in Jacksonville, Florida, a city that functions as a financial-services operations hub for the Southeast. Jacksonville hosts significant back-office and wealth-management activity for national banks and insurers, creating a local labor market of compliance officers, portfolio managers, and client-service professionals. The region also draws retiree households, aligning with the firm's retirement-focused branding.

## Related profiles

- [Lighthouse Guild International](https://altss.com/profile/lighthouse-guild-international)
- [Lighthouse Swiss Wealth Advisors](https://altss.com/profile/lighthouse-swiss-wealth-advisors)

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Last updated: 2026-08-14T12:30:00.000Z

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