Bank / Wealth / TrustRIA · CRD 122758SEC-Registered

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Retirement Advisors

Michael Perry established Retirement Advisors, LLC in 1996 as an SEC Registered Investment Advisory firm headquartered in Mobile, Alabama. The firm operates as...

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Retirement Advisors

Michael Perry established Retirement Advisors, LLC in 1996 as an SEC Registered Investment Advisory firm headquartered in Mobile, Alabama. The firm operates as a fee-only, fiduciary advisor, explicitly stating it does not earn commissions or referral fees. Perry serves as President and CEO. The wealth origin backing the firm is not publicly disclosed. The firm's investment strategy centers on comprehensive retirement planning, personal financial guidance, and risk-managed portfolio construction. It offers diversified portfolios designed for long-term growth and strategic asset allocation. The advisory services cover retirement income maximization, proactive financial plan adjustments, and investment management for individuals, families, and high-net-worth clients. The firm markets a free initial consultation. It does not publicly list direct investments, fund commitments, or specific asset-class exposures beyond general portfolio management and retirement-plan services. The disclosed geographic focus is domestic, with a contact phone number in area code 972, which serves the Dallas, Texas metro area. Total regulatory assets under management are not disclosed. The firm's website does not list total professionals, additional offices, adjacent philanthropic vehicles, co-investment clubs, or related operating businesses. It identifies a single principal, Michael Perry. The firm targets individual and business retirement-plan clients. No recent dated operational events, such as fund closings, acquisitions, or leadership changes, were verifiable from public sources within the last 24 months. Retirement Advisors' durable structural differentiation lies in its strict fee-only, fiduciary model, which it has maintained since 1996. By forgoing commissions entirely, the RIA aligns its compensation with client portfolio outcomes rather than product sales. This architecture places it squarely in the independent, planning-centric segment of the wealth-advisory market, distinct from broker-dealer or insurance-affiliated advisory models.

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Mobile, AL, United States

Principals

Michael Perry

President and CEO

Frequently asked questions

Who runs investment decisions at Retirement Advisors?

Michael Perry, the firm's President and CEO, founded the RIA in 1996 and leads its investment advisory and financial planning services. The firm's website does not list an additional CIO or investment committee members. Perry's direct email is published as the primary contact for prospective clients.

Is Retirement Advisors a fee-only fiduciary?

Yes. The firm explicitly states it does not earn commissions or referral fees and operates exclusively as a fee-only, SEC-registered investment advisor. It markets itself as a fiduciary representing clients' best interests rather than selling commissioned products.

What client types does Retirement Advisors serve?

The firm serves individuals, families, and high-net-worth individuals, as well as business retirement plans. Its services are built around retirement planning, personalized financial guidance, and long-term risk-managed portfolio construction.

Does Retirement Advisors disclose its regulatory assets under management?

No. The firm does not publish its AUM on its website, nor has the figure appeared in public disclosures, press, or third-party databases that could be verified. The AUM remains undisclosed.

Where is Retirement Advisors physically located and where does it operate?

The firm is headquartered in Mobile, Alabama. A secondary contact phone number uses a 972 area code, which serves the Dallas, Texas metro area, suggesting the firm may serve clients in or maintain a presence in that region, though no additional office is disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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