# Monadnock Retirement Solutions, LLC

> Monadnock Retirement Solutions, LLC is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 305198
- Filed as: MONADNOCK RETIREMENT SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Hampshire
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305198
- AdvisorCensus page: https://advisorcensus.com/firm/monadnock-retirement-solutions-llc-305198

## Quick answers

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

**Is Monadnock Retirement Solutions, LLC registered with the SEC or a state?**
Monadnock Retirement Solutions, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305198.

**How much does Monadnock Retirement Solutions, LLC manage?**
Monadnock Retirement Solutions, LLC reports $9,145,290 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (0% discretionary).

**What types of clients does Monadnock Retirement Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30).

**Does Monadnock Retirement Solutions, 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/305198

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,145,290
- Discretionary: $0
- Non-discretionary: $9,145,290

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,836,363 |
| High net worth individuals | Fewer than 5 | $1,308,927 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- monadnockretirement.com
- monadnockretirementsolutions.com
- Facebook @MonadnockRetirementSolutions
- X @monadnock18
- YouTube @UCJ2rM6fDyzOyVVQo1GjMMSw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Monadnock Retirement Solutions, LLC (CRD 305198): Form ADV filing data as of October 2026.