Retirement Wealth Partners LLC
112 S Kyrene Rd
Suite 4
Chandler, AZ 85226
4807508363
About Retirement Wealth Partners LLC
Retirement Wealth Partners is a family-owned financial advisory practice with a legacy of helping people pursue their financial aspirations. A member of our Schannep family has guided the financial decision-making of the Southwest since 1962, and we're ready to serve your investment and retirement planning needs.
See Disclosures
General Information
Firm Start Year
2020
No. of Employees
5-9
Firm CRD#
8032
Name of Broker/Dealer
COMMONWEALTH FINANCIAL NETWORK
States Licensed in
AZ
Years of Experience in Financial Services
30
Number of Years with Current Firm
6
Work Experience
As a CFP® professional, Jack and Tim take a client-centric approach designed with a goal to address your specific situation and financial needs. We assess different risk management and tax savings tool while educating our clients on general financial fundaments and psychological habits.
Being a CERTIFIED FINANCIAL PLANNER® Professional helps assure you that your financial advisor is qualified to manage your lifes savings. We understand that Personal finance is Personal, and we want to give you confidence in your finances.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
400+
Firm's Number of Planning Clients
400+
Firm's Number of Managed Clients
200+
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Education
Bachelors of Science - Economics
United States Military Academy at West Point
07/03/2014 -05/15/2018
Bachelors of Science - Economics
United States Military Academy at West Point
07/03/2014 -05/15/2018
MBA -
Arizona State University
08/02/2023 -05/15/2025
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Schannep_Jack_WiserAdvisor_Promoter_Disclosure.pdf
Disclaimer
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.