SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Retirable
New York, NY
Retirable Inc., CRD 307472
Firm filing updated March 23, 2026 ·
- $301MAssets
- 2,210Clients
- 12Advisory staff
- 2,210Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,953
- High net worth individuals257
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,953 | $194.3 million |
| High net worth individuals | 257 | $106.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$301.0 million
- Accounts2,210
- DiscretionaryAll accounts
People
- Employees23
- Advisory staff12
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,500
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Retirable Inc. SEC-registered investment advisor. CRD 307472, SEC file 801-118535.
- Registered with the SEC as an investment advisor (status date on record: April 27, 2020).
Is Retirable a fiduciary?
Short answer: Retirable is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.