# Third Act Retirement Planning

Third Act Retirement Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 122785
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122785

## About

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.

## Sectors

- Retirement Services

## 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.

## Related profiles

- [THINK818](https://altss.com/profile/think818-llc)
- [Thirdline Capital Management](https://altss.com/profile/thirdline-capital-management-llc)

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

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