retirement income source of southwest florida

What retirement income source of southwest florida does

Retirement Income Source of Southwest Florida is a privately held, for-profit financial services firm that provides retirement planning and investment advisory services. Based on its registered trade name and the short description in the source data, the firm targets individuals and households — most likely in or near the Southwest Florida market — seeking guidance on retirement income strategies, asset allocation, income distribution planning, and related investment advisory offerings. The company operates under the doing-business-as name "retirement income source of southwest florida" and maintains a web presence at risswflorida.com. No product catalog, fee schedule, advisor credentials, or regulatory registrations (such as SEC RIA or state insurance licensure) are documented in the available data. The firm is described as a for-profit private company with no public ticker, no parent company, and no disclosed subsidiaries.

The firm's business model is not detailed in the source material. Retirement planning and investment advisory practices of this naming convention typically generate revenue through fee-based advisory charges, asset-based fees on assets under management, flat planning fees, or commissions on insurance and annuity products, but none of these mechanics are confirmed for this entity. No go-to-motion, marketing channels, distribution channels, customer segments, or pricing details are documented. The company has no disclosed headcount, no office locations beyond what can be inferred from its regional name, and no select customers or named client logos in the source data.

Information on the management team, ownership structure, founding date, partnerships, awards, regulatory actions, funding rounds, or historical strategic events is not present in the available data. Operating status is inferred as active from the existence of a live web domain, but the firm's website returned only a loading/verification page during data collection, which limits the ability to verify the breadth and depth of operations. Overall, the source material characterizes Retirement Income Source of Southwest Florida as a small, locally branded retirement advisory practice whose actual scale, ownership, and operational footprint cannot be substantiated from the data provided.

Name

retirement income source of southwest florida

Website

https://risswflorida.com

Company type

Private

Operating status

Operating

Short description

Retirement Income Source of Southwest Florida is a privately held, for-profit advisory firm that provides retirement planning and investment advisory services to individuals and households, primarily positioned in the Southwest Florida market.

Ownership category

akta.pro rank

Product category

Retirement Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement Income Planning & Decumulation Advisory (FSAEABAD)

akta.pro secondary industry

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Retirement planning
• Investment advisory
• Wealth management
• Financial advisory
• Retirement income

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Retirement Income Source of Southwest Florida provides retirement planning and investment advisory services for individuals. The firm focuses on helping clients structure income strategies for their post-working years, with services centered on personalized retirement income planning and related investment guidance in the Southwest Florida region.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Edward Jones: Large national network of local branch advisors focused heavily on retirement income and planning for individuals, with strong presence in retirement-heavy geographies including Florida. Directly comparable business model of locally embedded advisors serving retirees.
• Raymond James Financial: Financial services firm with a deep network of independent advisors, including significant Florida and SW Florida presence. Offers retirement planning and income advisory services to individuals, closely aligned with the subject company's local retirement income focus.
• Ameriprise Financial: Network of franchise financial advisors focused on retirement and holistic financial planning for individuals and families. Operates a similar locally embedded retirement advisory model.
• LPL Financial: Largest independent broker-dealer in the US, supporting thousands of independent RIAs and financial advisors who focus on retirement and wealth planning for individuals. Provides the back-office infrastructure for practices similar to the subject company.
• Robert W. Baird & Co. Private wealth management firm with financial advisors serving individuals and families on retirement income, investing, and financial planning. Comparable advisory relationship model for mass-affluent and retiree clients.

Broad incumbents

• Charles Schwab: Major incumbent offering Schwab Intelligent Income and broad retirement income advisory services to individuals. Operates as a much larger, technology-enabled incumbent in the same retirement advisory space.
• Fidelity Investments: Large incumbent offering Fidelity Wealth Management and retirement income planning tools (including managed income strategies) to individual investors. Overlaps with the subject firm's retirement focus but at vastly greater scale.
• Vanguard: Incumbent low-cost asset manager with Vanguard Personal Advisor and retirement income services for individuals. Competes on retirement planning but with a digital, low-fee model rather than local advisor relationships.
• Merrill Lynch: Bank of America's wealth management arm with a large network of advisors serving retirees on retirement income, financial planning, and portfolio management. Overlaps with the subject company but as part of a much broader financial services franchise.
• Fisher Investments: Large private wealth manager focused on discretionary portfolio management for individuals and retirees. Operates in the retirement advisory category but at significantly larger scale and with a centralized, not local-branch, model.

Market position

Strengths4 records

Weaknesses4 records

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/retirement-income-source-sarasota

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

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