Transform Retirement

Overview

Transform Retirement is a state registered investment adviser, registered since 2021. It reports $17.7M in assets under management across 110 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$17.7M

Discretionary

100%

Accounts

110

Average account

$16K

Employees

1

Advisory reps

1

Registered since

2021

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Individuals

Fee structure

Fixed Fees and Hourly Charges

Executive officers 1 of 1

• Mark Stephen Nicholas Founder CRD 4584095

Advisory reps 1 of 1

• Mark Stephen Nicholas Investment Adviser Rep CRD 4584095

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: transformretirement.com

Every state, with registration dates