Fee-only adviser · Harrisburg, PA
Retirement Collaborative LLC
Retirement Collaborative LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Harrisburg, Pennsylvania. On its latest Form ADV, filed August 7, 2026, it reports $45M in regulatory assets under management, 178 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: Pennsylvania |
|---|---|
| Firm CRD number | 145733 |
| Office | 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 |
| Phone | (717) 395-9380 |
| Website | www.retirementc.com |
| Regulatory assets under management | $45M ($45M discretionary) |
| Individual clients | 171 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 7, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Harrisburg
- Sevenbridge Financial Group, LLC $731M
- Conrad Siegel Investment Advisors $12.1B
- Econ Wealth Management $232M
- Fischer Financial Services Inc $636M
See all 5 fee-only advisers in Harrisburg →
Nearby
- Lemoyne 3 firms
- Camp Hill 3 firms
- New Cumberland 1 firm
- Hummelstown 1 firm
- Mechanicsburg 4 firms
- Hershey 2 firms
- New Bloomfield 1 firm
- Palmyra 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Retirement Collaborative LLC? Update this listing.