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Saunders Retirement Advisors, Inc. (Richmond)


Saunders Retirement Advisors, Inc. is an adviser based in Richmond. It manages $12 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2005.

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Saunders Retirement Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Saunders Retirement Advisors: assets under management

The assets under management (AUM) of Saunders Retirement Advisors, Inc. is $12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315.79 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saunders Retirement Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Saunders Retirement Advisors, Inc. performs its advisory services is located at 7400 Beaufont Springs Dr., Suite 300, Richmond, VA 23225 The mailing address of the firm is 7400 Beaufont Springs Drive, Richmond, VA 23225. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-320-8800 or by fax 888-385-1163. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.saundersretirement.com.


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