Retirement Wellness Group

Retirement Wellness Group, LLC (RWG) is a registered investment adviser based in Pasadena, CA, established in May 2018. The firm specializes in providing financial consulting services and advisory services to retirement plans and plan participants. RWG offers retirement plan consulting services, nondiscretionary investment advisory services, and discretionary investment management services to employer-sponsored retirement plans. The firm's advisory business includes services such as assisting with plan objectives, investment policy review, and participant education. RWG charges fees based on assets under management, with an annual fee of up to 1.00% for retirement plan services. For wealth management services, the firm offers individually tailored services with a minimum initial investment of $500,000. RWG does not charge performance-based fees and acts as a fiduciary for clients. The firm does not have custody of client funds and recommends using qualified custodians. RWG does not receive compensation for client referrals and has no disciplinary events or financial commitments that impair its ability to meet client obligations. Clients are responsible for voting on proxies for their securities. RWG maintains written policies to prevent the misuse of material non-public information and complies with privacy regulations. The firm's financial condition is sound, with no bankruptcy proceedings or financial impairments reported. For more information, clients can contact Schuyler Mann, Chief Compliance Officer, at 949-757-1799 or [email protected].