Fee-only adviser · Traverse City, MI
Isadore Retirement Group, LLC
Isadore Retirement Group, LLC is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Traverse City, Michigan. On its latest Form ADV, filed March 16, 2026, it reports $6.6M in regulatory assets under management, 7 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 288425 |
| Office | 13561 S. West Bay Shore DR. Ste. 200 Traverse City, MI 49684 |
| Phone | (231) 922-9905 |
| Website | www.isadoreretirementgroup.com |
| Regulatory assets under management | $6.6M ($6.2M discretionary) |
| Individual clients | 3 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Traverse City
- Old Mission Investment Company, LLC $929M
- Hemming& Wealth Management, Inc. $293M
- Up North Financial, LLC $204M
- Independent Wealth Management, LLC $203M
- Tremonte Financial Consultants $63M
- Optimal Capital Advisors, LLC $120M
See all 13 fee-only advisers in Traverse City →
Nearby
- Suttons Bay 1 firm
- Elk Rapids 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Isadore Retirement Group, LLC? Update this listing.