# The Retirement Optimization Group, LLC

> The Retirement Optimization Group, LLC is a state-registered investment advisory firm in Honolulu, HI, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated April 23, 2026.

- CRD: 286425
- Filed as: THE RETIREMENT OPTIMIZATION GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286425
- AdvisorCensus page: https://advisorcensus.com/firm/the-retirement-optimization-group-llc-honolulu-hi-286425

## Quick answers

**How is The Retirement Optimization Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Retirement Optimization Group, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Retirement Optimization Group, LLC located?**
The Retirement Optimization Group, LLC's principal office is in Honolulu, HI, according to its Form ADV.

**Is The Retirement Optimization Group, LLC registered with the SEC or a state?**
The Retirement Optimization Group, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286425.

**Does The Retirement Optimization Group, 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/286425

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CO, HI, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirementparadiseradio.com
- therogroup.org
- Facebook @THE-RETIREMENT-OPTIMIZATION-GROUP-LLC-544834129202315

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Retirement Optimization Group, LLC (CRD 286425): Form ADV filing data as of October 2026.