Retirable Inc.
- Regulatory AUM
- $301M
- Discretionary
- $301M
- Clients
- 2,210
- Avg AUM / client
- $136K
- Accounts
- 2,210
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,953 | $194M | 64.6% |
| High net worth individuals | 257 | $107M | 35.4% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Tyler End | Ceo/Cco | CFP | Oct 2019 (7y) | 10% – 25% |
| Yamey, Ian, Daniel | Cto | Oct 2019 (7y) | 10% – 25% | |
| Michael Crandall Coleman | Registered representative | CFP | Jul 2021 (5y) | |
| Sami Boghos | Registered representative | Jul 2021 (5y) | ||
| Harrison William Schaefer | Registered representative | Jan 2022 (5y) | ||
| Michael Anthony Russo | Registered representative | Sep 2022 (4y) | ||
| Eric Schwartz | Registered representative | CFP | Mar 2023 (3y) | |
| Treva Marie Nostdahl | Registered representative | Jun 2024 (2y) | ||
| James Anthony Di Stasi | Registered representative | Aug 2024 (2y) | ||
| Jonah Matthew Coleman | Registered representative | Oct 2024 (2y) | ||
| Hunter Neumayer | Registered representative | Dec 2024 (2y) | ||
| Robert Christopher Grisanti | Registered representative | Apr 2025 (1y) | ||
| Aleksandra H Szegda | Registered representative | Sep 2025 (1y) | ||
| Robert Fredricks Epes | Registered representative | Jan 2026 (1y) |
Undisclosed: 50% – 80% 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) | 03/23/2026 | 948 KB | 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
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $301M (100% of AUM) Mar 2026
- Altruist Financial $301M (100% of AUM) Mar 2026
- Apex Clearing $20.2M (100% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗