# F2F Retirement, LLC

> F2F Retirement, LLC is a state-registered investment advisory firm in Tooele, UT, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 164005
- Filed as: F2F RETIREMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tooele, UT
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164005
- AdvisorCensus page: https://advisorcensus.com/firm/f2f-retirement-llc-tooele-ut-164005

## Quick answers

**How is F2F Retirement, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), F2F Retirement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is F2F Retirement, LLC located?**
F2F Retirement, LLC's principal office is in Tooele, UT, according to its Form ADV.

**Is F2F Retirement, LLC registered with the SEC or a state?**
F2F Retirement, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 164005.

**How much does F2F Retirement, LLC manage?**
F2F Retirement, LLC reports $41,432,412 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (92% discretionary).

**What types of clients does F2F Retirement, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445).

**Does F2F Retirement, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164005

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $41,432,412
- Discretionary: $38,000,000
- Non-discretionary: $3,432,412

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 445 | $41,432,412 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- f2fretirement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. F2F Retirement, LLC (CRD 164005): Form ADV filing data as of October 2026.