# Mission Retirement Consulting, Inc.

> Mission Retirement Consulting, Inc. is a state-registered investment advisory firm in San Diego, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 305259
- Filed as: MISSION RETIREMENT CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305259
- AdvisorCensus page: https://advisorcensus.com/firm/mission-retirement-consulting-inc-san-diego-ca-305259

## Quick answers

**How is Mission Retirement Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mission Retirement Consulting, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mission Retirement Consulting, Inc. located?**
Mission Retirement Consulting, Inc.'s principal office is in San Diego, CA, according to its Form ADV.

**Is Mission Retirement Consulting, Inc. registered with the SEC or a state?**
Mission Retirement Consulting, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305259.

**How much does Mission Retirement Consulting, Inc. manage?**
Mission Retirement Consulting, Inc. reports $5,102,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (0% discretionary).

**What types of clients does Mission Retirement Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Does Mission Retirement Consulting, Inc. 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/305259

## 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: $5,102,000
- Discretionary: $0
- Non-discretionary: $5,102,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $5,102,000 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 401ksandiego.com
- missionretirementplans.com
- Facebook @MRC401k
- LinkedIn @jason-brady-jseb

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mission Retirement Consulting, Inc. (CRD 305259): Form ADV filing data as of October 2026.