# Retirable

> Retirable is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 307472
- Filed as: RETIRABLE
- Legal name: Retirable Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307472
- AdvisorCensus page: https://advisorcensus.com/firm/retirable-new-york-ny-307472

## Quick answers

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

**How much does Retirable charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Subscription: $500 a year (general financial planning advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Retirable located?**
Retirable's principal office is in New York, NY, according to its Form ADV.

**Is Retirable registered with the SEC or a state?**
Retirable is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307472.

**How much does Retirable manage?**
Retirable reports $300,968,274 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Retirable's assets and staff changed since 2021?**
In the Form ADV data for Retirable: Regulatory assets under management: $5,021,612 in the October 2022 data and $300,968,274 in the October 2026 data, up 5893%. Total employees: 9 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirable serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,953); high net worth individuals (257).

**Which custodians does Retirable use?**
Retirable's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Retirable report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307472

**What changed in Retirable's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 12. Regulatory assets under management went from $130,640,709 to $300,968,274 (+130%). Registered or notice-filed in SD.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Subscription: $500 a year (general financial planning advice)

> Any clients that elect to receive general financial planning advice, pay an annual subscription fee of $500 per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist 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.

### Regulatory assets under management (Item 5.F)
- Total: $300,968,274
- Discretionary: $300,968,274
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,953 | $194,291,696 |
| High net worth individuals | 257 | $106,676,578 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 23 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirable.com
- Facebook @Retirable
- LinkedIn @retirable
- X @retirable
- YouTube @UCZoQlZCl5oSXUzsrn7pBrEg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 9 | September 28, 2021 |
| October 2022 | $5,021,612 | 13 | August 16, 2022 |
| October 2023 | $20,230,771 | 15 | June 20, 2023 |
| October 2024 | $60,466,660 | 12 | March 25, 2024 |
| October 2025 | $130,640,709 | 16 | April 18, 2025 |
| October 2026 | $300,968,274 | 23 | March 23, 2026 |

Regulatory assets under management: $5,021,612 in the October 2022 data and $300,968,274 in the October 2026 data, up 5893%.
Total employees: 9 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 12.
- Regulatory assets under management went from $130,640,709 to $300,968,274 (+130%).
- Registered or notice-filed in SD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirable (CRD 307472): Form ADV filing data as of October 2026.