Approach Retirement Advisors, LLC

Overview

Approach Retirement Advisors, LLC is an SEC registered investment adviser based in Vestavia, AL, registered since 2013. It reports $227M in assets under management across 547 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$227M

Discretionary

100%

Accounts

547

Average account

$416K

Employees

2

Advisory reps

2

Registered since

2013

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Phillip Brittain Walker Member, Chief Compliance Officer CRD 5798439
• Eric Jason McClain Member CRD 5500918

Advisory reps 2 of 2

• Eric Jason Mcclain Investment Adviser Rep CRD 5500918
• Phillip Brittain Walker Investment Adviser Rep CRD 5798439

Location

Headquarters

3928 Cypress Dr Ste 150
Vestavia, AL 35243

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: approachretirement.com

Every state, with registration dates

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