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FFG Retirement Advisors LLC
FFG Retirement Advisors LLC is a registered investment adviser based in Centennial, Colorado. The firm specializes in comprehensive retirement planning and investment management services, primarily serving individual and high-net-worth clients. As of 2025, the firm manages approximately $175 million in assets and has a team of 5 employees. FFG's approach emphasizes proactive, transparent, and client-focused financial guidance. The firm is designed to assist clients before, during, and after their transition into retirement, providing tailored financial plans and investment strategies.
Investment Strategy
FFG Retirement Advisors LLC focuses on diversified investment management tailored to the unique needs of individuals and high-net-worth clients, particularly those preparing for or in retirement. The firm's strategy typically utilizes a blend of ETFs, mutual funds, and other securities to manage risk and maximize long-term value in client portfolios. FFG emphasizes proactive planning, transparency, and a goals-based approach, with ongoing portfolio adjustments designed to adapt to market conditions and client life changes. Their philosophy centers on holistic financial planning, disciplined investing, and minimizing fees while optimizing tax efficiency.
Latest 13F Filing Activity
FFG Retirement Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 43 equity positions with a total 13F market value of $161M. The fund increased holdings in John Hancock Exchange Traded, Ishares TR, Blackrock Etf Trust among other positions. FFG Retirement Advisors LLC reduced exposure to SPDR Series Trust, Alps Etf TR, Touchstone Etf Trust among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 5.38% | $8.7M | 369,208 | $22.88 | $23.47 | -$887.0K |
I IUSB | ISHARES TR | 4.99% | $8.0M | 172,016 | $45.54 | $46.71 | -$881.8K |
S SPLG | SPDR SERIES TRUST | 4.76% | $7.7M | 97,948 | $47.14 | $78.34 | -$3.2M |
J JHMB | JOHN HANCOCK EXCHANGE TRADED | 4.46% | $7.2M | 324,701 | $21.62 | $22.13 | -$362.4K |
V VYM | VANGUARD WHITEHALL FDS | 4.10% | $6.6M | 46,929 | $111.89 | $140.95 | +$344.7K |
Industry Allocation
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