Retirement Wealth Partners LLC- Financial Advisor Chandler, AZ

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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

Firm CRD#

8032

Name of Broker/Dealer

COMMONWEALTH FINANCIAL NETWORK

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Acknowledged fiduciary

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com 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.

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Retirement Wealth Partners LLC