Updated:
Third Act Retirement Planning
THIRD ACT RETIREMENT PLANNING, INC. is a state-registered investment adviser in MARIETTA, GA. The firm manages approximately $30 million in regulatory assets.
Third Act Retirement Planning
THIRD ACT RETIREMENT PLANNING, INC. is a state-registered investment adviser in MARIETTA, GA. The firm manages approximately $30 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Sector focus
Frequently asked questions
How does Third Act Retirement Planning differ from a conventional wealth manager?
The firm is purpose-built for the decumulation phase of life rather than the accumulation phase. While most wealth managers optimize for capital appreciation, Third Act Retirement Planning prioritizes sustainable withdrawal rates, tax-efficient distribution sequencing, and longevity protection. Its planning process is anchored to converting retirement assets into a reliable paycheck.
Profile maintained by Altss 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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: