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Retirement Roots Wealth Management LLC
RETIREMENT ROOTS WEALTH MANAGEMENT LLC is a state-registered investment adviser in OVERLAND PARK, KS. It has 1 employee and 1 investment adviser.
Retirement Roots Wealth Management LLC
RETIREMENT ROOTS WEALTH MANAGEMENT LLC is a state-registered investment adviser in OVERLAND PARK, KS. It has 1 employee and 1 investment adviser. The firm is based in OVERLAND PARK, KS.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Is Retirement Roots Wealth Management a fiduciary?
As a registered investment advisor (RIA) in the United States, Retirement Roots Wealth Management is held to a fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in clients' best interests. No public filings or disclosures contradict this status.
What is the minimum account size at Retirement Roots Wealth Management?
No minimum account size has been publicly disclosed. RIAs with a retirement-planning specialization often set lower minimums (e.g., $250,000–$1 million) compared to multi-family offices, but this is speculative without firm data.
Who founded Retirement Roots Wealth Management?
No named principals or founders are publicly associated with this firm. Its ownership structure, founding year, and leadership team remain undisclosed as of 2025.
Where is Retirement Roots Wealth Management based?
The firm is registered in the United States, but no specific city or office address is publicly available. Its name does not reference a geographic location, making its regional footprint unclear.
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