# Retirewise Tax and Wealth Advisors, Inc.

> Retirewise Tax and Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Topeka, KS, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 284394
- Filed as: RETIREWISE TAX AND WEALTH ADVISORS, INC.
- Also doing business as: RETIREWISE TAX AND WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Topeka, KS
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284394
- AdvisorCensus page: https://advisorcensus.com/firm/retirewise-tax-and-wealth-advisors-inc-topeka-ks-284394

## Quick answers

**How is Retirewise Tax and Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Retirewise Tax and Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Retirewise Tax and Wealth Advisors, Inc. located?**
Retirewise Tax and Wealth Advisors, Inc.'s principal office is in Topeka, KS, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Retirewise Tax and Wealth Advisors, Inc. registered with the SEC or a state?**
Retirewise Tax and Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284394.

**How much does Retirewise Tax and Wealth Advisors, Inc. manage?**
Retirewise Tax and Wealth Advisors, Inc. reports $242,850,000 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Retirewise Tax and Wealth Advisors, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Retirewise Tax and Wealth Advisors, Inc.: Regulatory assets under management: $115,269,124 in the October 2024 data and $242,850,000 in the October 2026 data, up 111%. Total employees: 7 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirewise Tax and Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (183); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (32).

**Which custodians does Retirewise Tax and Wealth Advisors, Inc. use?**
Retirewise Tax and Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Retirewise Tax and Wealth Advisors, Inc. 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/284394

**What changed in Retirewise Tax and Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $170,058,390 to $242,850,000 (+43%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $242,850,000
- Discretionary: $242,850,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $66,130,000 |
| High net worth individuals | 79 | $170,600,000 |
| 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) | 32 | $6,000,000 |
| Charitable organizations | Fewer than 5 | $120,000 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, NE, 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
- Manhattan, KS

### Websites listed on Form ADV (Item 1.I)
- retirewisepath.com
- Facebook @retirewisepath
- Instagram @retirewisepath
- LinkedIn @retirewise
- YouTube @retirewisetaxandwealthadvi4087

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $115,269,124 | 7 | September 24, 2024 |
| October 2025 | $170,058,390 | 9 | May 7, 2025 |
| October 2026 | $242,850,000 | 10 | March 11, 2026 |

Regulatory assets under management: $115,269,124 in the October 2024 data and $242,850,000 in the October 2026 data, up 111%.
Total employees: 7 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $170,058,390 to $242,850,000 (+43%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 6 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirewise Tax and Wealth Advisors, Inc. (CRD 284394): Form ADV filing data as of October 2026.