# Retirement Researcher, LLC

> Retirement Researcher, LLC is an SEC-registered investment advisory firm in Tysons, VA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 9, 2026.

- CRD: 297379
- Filed as: RETIREMENT RESEARCHER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tysons, VA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297379
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-researcher-llc-tysons-va-297379

## Quick answers

**How is Retirement Researcher, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Researcher, LLC reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**How much does Retirement Researcher, LLC charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $200 to $1,000 an hour (Limited Consulting); Subscription: $899 a year (Membership Academy); Subscription: $99 a month (Membership Academy). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Retirement Researcher, LLC located?**
Retirement Researcher, LLC's principal office is in Tysons, VA, according to its Form ADV.

**Is Retirement Researcher, LLC registered with the SEC or a state?**
Retirement Researcher, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297379.

**How have Retirement Researcher, LLC's assets and staff changed since 2021?**
In the Form ADV data for Retirement Researcher, LLC: Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Retirement Researcher, LLC 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/297379

**Does Retirement Researcher, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "The Firm has no minimum account size requirements for opening or maintaining an account."

**What changed in Retirement Researcher, LLC's recent Form ADV filings?**
In the March 2026 filing data: Registered or notice-filed in KY, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: None

> The Firm has no minimum account size requirements for opening or maintaining an account.

- Hourly rate: $200 to $1,000 an hour (Limited Consulting)

> The Firm's Limited Consulting service is subject to an hourly fee, ranging from $ 200 to $1,000.

- Subscription: $899 a year (Membership Academy)

> Annual subscription fees generally start at $899 per year or $99 per month, with the specific fee to be determined based on the overall scope of services to be provided.

- Subscription: $99 a month (Membership Academy)

> Annual subscription fees generally start at $899 per year or $99 per month, with the specific fee to be determined based on the overall scope of services to be provided.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- academy.retirementresearcher.com
- retirementresearcher.com
- wadepfau.com
- Facebook @RetirementResearcher
- Facebook facebook.com
- Facebook facebook.com
- Facebook facebook.com
- Instagram @retirementresearcher
- LinkedIn @retirement-researcher
- Facebook facebook.com
- YouTube @UCV558s6ev7DAnT6zw5VhcAQ
- TikTok @retirementresearcher
- X @Rtrmnt_Rsrchr

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 3 | September 27, 2021 |
| October 2022 | Not reported | 3 | April 29, 2022 |
| October 2023 | Not reported | 3 | September 5, 2023 |
| October 2024 | Not reported | 3 | March 5, 2024 |
| October 2025 | Not reported | 2 | April 16, 2025 |
| October 2026 | Not reported | 2 | March 9, 2026 |

Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in KY, UT.

### January 2026
- No longer registered or notice-filed in AK, ID, KS, KY, MT, UT, VT.

### December 2025
- Registered or notice-filed in DE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Researcher, LLC (CRD 297379): Form ADV filing data as of October 2026.