Global Retirement Partners LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 3% of assets a year (the maximum the brochure states)

As stated in the firm's Form ADV Part 2A brochure dated May 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$169,584,566,299 as of October 2026, filing dated September 14, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

401(K) PLAN PROFESSIONALS, A + T WEALTH MANAGEMENT, ADVIZRS, AEGIS RETIREMENT GROUP, AFS 401(K) RETIREMENT SERVICES, ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, ANDERSON FINANCIAL, ARDEA FIDUCIARY ADVISORS, ASSURED PARTNERS FINANCIAL ADVISORS, BAYSTATE FIDUCIARY ADVISORS, BCG RETIREMENT CONSULTANTS, BEH COMPANY, LLC, BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, BHS FINANCIAL SERVICES, BJORK ASSET MANAGEMENT, BLACK BOX PENSION ADVOCATES LLC, BLS WEALTH MANAGEMENT, BRYSON WEALTH MANAGEMENT, BURKHART INVESTMENT GROUP, CASWELL ADVISORS, CDS WEALTH MANAGEMENT, COMPASS RETIREMENT SERVICES, CONNOR & GALLAGHER ONESOURCE, CONOVER CAPITAL MANAGEMENT, CREATIVE FINANCIAL STRATEGIES, CSI ADVISORY SERVICES, DIAMOND CAPITAL WEALTH MANAGEMENT GROUP, DIETZ & LYNCH CAPITAL, DOUGLAS R. PEETE & ASSOCIATES, DUVAL RETIREMENT ADVISORS, DWC WEALTH ADVISORS, EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC, EDD HOLDER AND ASSOCIATES, FAIM NORCAL, FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL, FINANCIAL PARTNERS ADVISORY GROUP, FITLIFE RETIREMENT, FOCUSED FINANCIAL STRATEGIES, FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, FRS ADVISORS, FRS CAPITAL MANAGEMENT, GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS, GBS RETIRE, GRP, GRP FINANCIAL, GRP FINANCIAL CALIFORNIA, LLC, GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC., HARGRAVE FIDUCIARY ADVISORS, HB RETIREMENT, HEFFERNAN FINANCIAL, HEFFERNAN FINANCIAL SERVICES, HEFFERNAN INVESTMENT MANAGEMENT, HEFFERNAN RETIREMENT SERVICES, HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT, HILB GROUP RETIREMENT SERVICES, HOLDEN & COMPANY RETIREMENT PARTNERS, HUB RETIREMENT AND WEALTH MANAGEMENT, HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES, HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL, HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS, HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS, INCLINE PENSION CONSULTING, INDEPENDENT FINANCIAL PARTNERS, INSIGHT FINANCIAL ADVISORS, LLC, INSIGHT FINANCIAL PARTNERS, LLC, INSIGHT FINANCIAL SOLUTIONS, JMR WEALTH AND RETIREMENT PLANNING, JOHNSON & DUGAN, JW RETIREMENT GROUP, KARAM FINANCIAL GROUP, KELLEY INVESTMENT ADVISORY SERVICES, KELLY BENEFITS ADVISORY, KOROL FINANCIAL GROUP LLC, LEAVITT RETIREMENT PARTNERS, LEGACY PLANNING, A HUB INTERNATIONAL COMPANY, M3 FINANCIAL, MADISON PENSION SERVICES, MRP, MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC., MW BRIDGE FINANCIAL, MY 360 WEALTH MANAGEMENT GROUP, NORTHEAST INVESTMENT SERVICES, NORTHSTAR RETIREMENT ADVISORS, OSWALD FINANCIAL WEALTH MANAGEMENT, OSWALD FINANCIAL, INC., OSWALD WEALTH MANAGEMENT, OWEN WEALTH MANAGEMENT, PLAN SPONSOR GROUP, PPS RETIREMENT ADVISORS, PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY, QUINTES FINANCIAL SERVICES, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT., RELATIONAL ADVISORS, RENAISSANCE BENEFIT ADVISORS GROUP, LLC, RETIREMENT & BENEFIT PARTNERS, RETIREMENT & BENEFIT PARTNERS OF RHODE ISLAND, LLC, RETIREMENT CFO, RETIREMENT IMPACT, RETIREMENT PLAN ANALYTICS, RETIREMENT PLAN CONSULTANTS, RETIREMENT PLAN SOLUTIONS, RIZE WEALTH, ROBYN DOROSHOW, ROSSITER WEALTH MANAGEMENT, RPC WEALTH MANAGEMENT, RSG ADVISORY, RWM FINANCIAL GROUP, SCE FCU WEALTH MANAGEMENT, SHUSTER ADVISORY GROUP, A HUB INTERNATIONAL COMPANY, SS/RBA, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED, STEWARDSHIP FINANCIAL, STONESTREET ADVISOR GROUP, LLC, STONESTREET PRIVATE CLIENT GROUP, STONESTREET RENAISSANCE, STONESTREET RENAISSANCE BENEFITS ADVISOR, STONESTREET RENAISSANCE PRIVATE CLIENT GROUP, TODD ADVISORS, TRUE LATITUDE FINANCIAL, UME WEALTH MANAGEMENT, VANDEBERG & BOLL FINANCIAL, LLC, WASHINGTON FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, WEALTHPLAN ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT, WESTGAGE CAPITAL CONSULTANTS, WHARTON HILL ADVISORS, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIIMITED, WOODRUFF SAWYER

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 464. Performing investment advisory functions: 442.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

25 other offices, as of the October 2026 filing

Allentown, PABethesda, MDBlue Bell, PABoston, MACharlotte, NCCleveland, OHColumbia, SCDenver, COFort Lauderdale, FLFort Worth, TXHunt Valley, MDIndianapolis, INLong Beach, CAMcLean, VAMoon Township, PANorthbrook, ILPorthsmouth, NHRockville, MDSandy, UTScottsdale, AZSouth Salt Lake, UTWalnut Creek, CAWayne, PAWest Chester, PAWilmington, MA

States registered or notice-filed

52 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $76,274,048,042 in the October 2021 data and $169,584,566,299 in the October 2026 data, up 122%.

Total employees: 347 in October 2021 and 464 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name CDS Wealth Management.
2. July 2026
   • Added the business name Shuster Advisory Group, a Hub International Company.
   • Updated its list of owners and control persons (Schedule A).
3. May 2026
   • No longer lists the business name Alcala Wealth Management.
   • Added the business name Relational Advisors.
   • Added the business name Plan Sponsor Group.
   • Updated its list of owners and control persons (Schedule A).
4. April 2026
   • Regulatory assets under management went from $143,416,430,435 to $169,584,566,299 (+18%).
   • Employees performing advisory functions went from 434 to 442.
   • Added the business name RPC Wealth Management.
   • Added the business name Vandeberg & Boll Financial, LLC.
   • No longer lists the business name Vandeberg & Boll Financial.
   • Changed its office addresses in Cleveland, OH.
   • Changed its office addresses in Long Beach, CA.
   • Changed its office addresses in Sandy, UT.
   • Added an office in Allentown, PA.
   • Added an office in Moon Township, PA.
   • Added an office in Porthsmouth, NH.
   • Added an office in West Chester, PA.
   • No longer lists an office in Denver, CO.
   • No longer lists an office in Madison, WI.
   • No longer lists an office in Portsmouth, NH.
   • Updated its list of owners and control persons (Schedule A).
5. March 2026
   • Added the business name Retirement CFO.
   • Added the business name Vandeberg & Boll Financial.
   • Registered or notice-filed in PR.
6. February 2026
   • Added the business name True Latitude Financial.
   • Added the business name Westgage Capital Consultants.
   • Updated its list of owners and control persons (Schedule A).
7. November 2025
   • Added the business name Focused Financial Strategies.
   • Added the business name Legacy Planning, a Hub International Company.
   • No longer lists the business name Focused Financial.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.