The Relaxing Retirement Coach, Inc. (Wellesley)

Name: The Relaxing Retirement Coach, Inc.
Address: Wellesley Office Park, Wellesley, MA, 02481
Telephone: 781-235-7550

The Relaxing Retirement Coach, Inc. is a large advisory firm based in Wellesley. It manages $363.07 million of regulatory assets for 270 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Massachusetts, New Hampshire, and Texas.

The Relaxing Retirement Coach provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Relaxing Retirement Coach: assets under management

The assets under management (AUM) of The Relaxing Retirement Coach, Inc. is $363.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $363.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.34 million each.

Investments

The firm invests in exchange traded securities the most. They account for 84% of the total AUM. The second-largest asset type is other assets, which make up 8% of the firm’s portfolio. Investments in investment and business development companies form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Relaxing Retirement Coach, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The Relaxing Retirement Coach serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of The Relaxing Retirement Coach is high net worth individuals with 157 clients and $298.27 million of assets under management. Among the 10 most similar advisory firms, The Relaxing Retirement Coach has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $363.07 million for 270 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The Relaxing Retirement Coach doesn't advise any private funds.

Careers at The Relaxing Retirement Coach, Inc.

The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Phelps	President and chief compliance officer	1 Jan 2004	75% - 100%	1963933

Based in Wellesley

The principal office where The Relaxing Retirement Coach, Inc. performs its advisory services is located at Wellesley Office Park, Wellesley, MA 02481, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-235-7550 or by fax 781-235-7551. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at relaxingretirementgroup.com and its LinkedIn profile.