# Retirement Wellness Group

> Retirement Wellness Group is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 297255
- Filed as: RETIREMENT WELLNESS GROUP
- Legal name: Retirement Wellness Group LLC
- Also doing business as: OLSON DUNCAN RETIREMENT SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297255
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-wellness-group-pasadena-ca-297255

## Quick answers

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

**Where is Retirement Wellness Group located?**
Retirement Wellness Group's principal office is in Pasadena, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Retirement Wellness Group registered with the SEC or a state?**
Retirement Wellness Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297255.

**How much does Retirement Wellness Group manage?**
Retirement Wellness Group reports $526,582,694 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (39% discretionary).

**How have Retirement Wellness Group's assets and staff changed since 2021?**
In the Form ADV data for Retirement Wellness Group: Regulatory assets under management: $108,043,888 in the October 2021 data and $526,582,694 in the October 2026 data, up 387%. Total employees: 7 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirement Wellness Group 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) (74); charitable organizations (6); state or municipal government entities (including government pension plans) (2).

**Does Retirement Wellness Group 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/297255

**Does Retirement Wellness Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We provide Wealth Management Services to individuals and high net-worth individuals. We do not have a minimum account size requirement."

**What changed in Retirement Wellness Group's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Olson Duncan Retirement Services.

## 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 24, 2026)

- Account minimum: None

> We provide Wealth Management Services to individuals and high net-worth individuals. We do not have a minimum account size requirement.

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

### Regulatory assets under management (Item 5.F)
- Total: $526,582,694
- Discretionary: $203,718,508
- Non-discretionary: $322,864,186

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 1 | $667,754 |
| 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) | 74 | $474,452,718 |
| Charitable organizations | 6 | $15,928,785 |
| State or municipal government entities (including government pension plans) | 2 | $35,533,437 |
| 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)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Torrance, CA

### Websites listed on Form ADV (Item 1.I)
- retirementwellnessgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,043,888 | 7 | August 16, 2021 |
| October 2022 | $167,578,778 | 7 | April 25, 2022 |
| October 2023 | $145,302,784 | 6 | January 19, 2023 |
| October 2024 | $486,285,712 | 2 | March 27, 2024 |
| October 2025 | $523,670,881 | 2 | June 23, 2025 |
| October 2026 | $526,582,694 | 2 | March 24, 2026 |

Regulatory assets under management: $108,043,888 in the October 2021 data and $526,582,694 in the October 2026 data, up 387%.
Total employees: 7 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Olson Duncan Retirement Services.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Wellness Group (CRD 297255): Form ADV filing data as of October 2026.