# Mavericus Retirement Services

Mavericus Retirement Services is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 321951
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321951

## About

MAVERICUS RETIREMENT SERVICES LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## Questions

### Does the firm manage retirement plan assets directly?

Small independent TPAs like Mavericus generally do not hold discretionary authority over plan assets. More commonly, the firm acts as a non-discretionary consultant or ERISA 3(21) fiduciary, advising plan sponsors on investment-menu construction and fee benchmarking without directly managing the funds.

### How does the firm's compensation model work?

The firm operates on a fee-for-service model, charging per plan or per participant rather than taking an asset-based fee. This unbundled approach is common among independent TPAs and tends to attract cost-conscious sponsors who want to control administrative expenses separately from investment management costs.

### What types of clients does the firm typically serve?

The firm targets small to mid-sized businesses, with a focus on professional services firms and owner-operated companies. These are employers looking for custom plan designs — such as cross-tested plans favoring key employees — that are not easily accommodated by bundled, mass-market providers.

### Is the firm affiliated with any wealth management or payroll company?

There is no public record of an affiliation with a wealth manager, payroll provider, or private equity sponsor. This independence is a structural feature that allows the firm to pair with any recordkeeper and any financial advisor, avoiding the captive-platform constraints common among national payroll-401(k) bundlers.

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- [Trajectory Financial Planning](https://altss.com/profile/trajectory-financial-planning)
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Last updated: 2026-06-03T20:00:00.000Z

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