# Retirement Advisors

Retirement Advisors is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Mobile, AL, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** retirementadvisorsllc.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-advisors-llc

## About

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.

## People

- Michael Perry — President and CEO

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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