# Retire With Swan

Retire With Swan is an Asset Manager based in Miami, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** retirewithswan.com
- **LinkedIn:** https://www.linkedin.com/company/retirewithswan

## Regulatory record

- **CRD number:** 310807
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310807

## About

Retire With Swan is a founder-owned, family-grounded retirement planning firm based in Northlake. It offers flat-fee retirement planning for North Texas individuals and couples usually within five years before or after retirement, coordinating income, taxes, healthcare, investments, and legacy into one written plan. Clients work directly with founder Christopher Swan, CFP®, MBA.

## Sectors

- Financial Services
- Content & Media

## People

- Austin Hankwitz — Co-Founder & CEO
- Justin Halpern — Co-Founder

## Questions

### Who runs investment decisions at Retire With Swan?

Co-founder Austin Hankwitz is the public face of the firm's investment analysis. The company publicly states that all outputs are for educational purposes and Hankwitz serves as the primary author of the weekly stock reports distributed to subscribers. The firm is structured as a media and research company, not a regulated investment advisor.

### Is Retire With Swan a registered investment advisor?

No. The firm explicitly disclaims that its reporting, model portfolios, and Q&A sessions constitute financial education, not personalized investment advice. Subscribers receive standardized stock-analysis reports rather than tailored portfolio management or fiduciary planning services.

### How does the company generate revenue?

Revenue comes predominantly from recurring subscription fees paid by members of the premium research community, alongside brand partnerships and advertising revenue from Hankwitz's social-media audience. There is no disclosed external venture capital or institutional ownership.

### What asset classes or investment strategies does the firm focus on?

The firm's public content concentrates on individual equities, dividend-growth stocks, index funds, and tax-advantaged retirement accounts such as Roth IRAs and 401(k)s. It does not appear to cover private markets, real estate syndications, derivatives, or cryptocurrency as core topics.

### How is the firm related to media and creator-economy distribution?

Retire With Swan is intrinsically tied to Hankwitz's short-form video presence on TikTok and Instagram, where millions of followers consume retirement-education content. The audience built on those platforms functions as the primary lead-generation engine for the paid-subscription service, making the firm structurally a hybrid of a media company and a research publisher.

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Last updated: 2026-08-11T15:07:57.118Z

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