Third Act Retirement Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,409,148
Clients
50
68% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$608,183
About
Third Act Retirement Planning provides individualized financial planning, discretionary portfolio management, estate-planning consulting, and insurance guidance to individuals, retirement plans, trusts, estates, and other entities. The firm reports managing approximately $30.4 million on a discretionary basis for roughly 50 clients and offers modular and holistic planning services along with periodic newsletters.
Investment advice is developed from an initial suitability assessment and may incorporate model portfolios, modern portfolio theory, fundamental and technical analysis, and both long- and short-term trading when deemed appropriate for a client’s objectives. Portfolios are monitored and rebalanced on an ongoing basis, and the firm states it operates as a level-fee fiduciary under the Department of Labor standards while using financial planning software to produce written plans.
Distinctive features disclosed in the Form ADV include the firm’s use of client testimonials in its advertising and the ongoing publication of periodicals or newsletters, both of which are uncommon among peers. The ADV also contains historical disclosure events and regulatory matters tied to earlier employment activities that the firm reports transparently; prospective clients are advised to review those ADV disclosures.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General retirement planning
Retirement income strategy
Life insurance needs analysis
Annuities
Fee options
Fixed fees for financial planning range from $100 to $5,500 (negotiable); Retirement plan consulting flat fees from $3,500 to $10,000.
$500,000+: 1.00% annually
$250 per hour for modular financial planning/general consulting (negotiable); up to $350/hour for retirement plan consulting.
Account minimum: $500,000 Fee-only: Fixed fees for financial planning generally range between $100 and $5,500 (negotiable); Hourly fees for financial planning/general consulting $250 per hour (negotiable); Retirement plan consulting fees include hourly up to $350/hour or flat fees ranging from $3,500 to $10,000.
Main office location
Third Act Retirement Planning, Inc.
3225 Shallowford Road, Suite 330
Marietta GA 30062, United States
Number of offices
1
Most active in
Third Act Retirement Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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