Retirement Researcher, Llc
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ADV data as of Mar 09, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| French, Virginia, Ting Shu | Trustee | Mar 2016 (10y) | GP / trustee / elected manager of Revocable Trust Of Robert T French (indirect) | |
| Robert Timothy French | Trustee | CFA | Mar 2016 (10y) | GP / trustee / elected manager of Revocable Trust Of Robert T French (indirect) |
| Alejandro Murguia | Member And Chief Compliance Officer | Mar 2018 (8y) | 10% – 25% | |
| Dean Takayuki Umemoto | Member | CFP Chartered Financial Consultant | Mar 2018 (8y) | 10% – 25% |
| Paula Bonnie Friedman | Member | CFP | Mar 2018 (8y) | 10% – 25% |
| Wade Donald Pfau | Member | CFA | Mar 2018 (8y) | 10% – 25% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Revocable Trust Of Robert T French | Member | Aug 2020 | A | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗