RIA Intel›Advisers›Georgia›THIRD ACT RETIREMENT PLANNING, INC.

THIRD ACT RETIREMENT PLANNING, INC.

Advisory

MARIETTA, GA

Data as of Oct 30, 2024 · Source: SEC Form ADV

Average account

$172K

across 177 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 30, 2024.

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 Clients50

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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SHEPHARD INVESTMENT COUNSEL, LLC

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J. FRANKLIN FINANCIAL LLC

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TAX & FINANCIAL MANAGEMENT

$30M

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