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RETIRE WITH CONFIDENCE FOR LIFE, LLC

Advisory

NAPERVILLE, IL

Data as of Jan 20, 2026 · Source: SEC Form ADV

Rank in IL
#1,331
of 1,719 advisers by AUM
Average account
$129K
across 234 accounts
AUM per adviser
$15M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$30M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients98
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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