Kevin Patrick Saia

CFP

S Squared Retirement Solutions LLC

32 Years of Experience

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Firm Information

S Squared Retirement Solutions LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

109 clients

Average Client Portfolio

$243K average

Assets Under Management

$26.5M

Fee Structure

Amy Marchitello may recommend insurance products to clients, from which she receives commissions separate from the advisory fees outlined in S Squared Retirement Solutions LLC's ADV Part 2A. She also provides financial wellness education services to companies.

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Advisor Information

Office location

170 Changebridge Rd, Unit D5-1, Montville, NJ, 07045

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2006

Denied

Regulatory

April 2001

Final

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Other Business ActivitiesSells Insurance

Kevin owns College Planning of NJ, dedicating minimal time to scholarship searches. He also owns S Squared Life Solutions, an insurance business where he acts as owner and agent, taking up about 40% of his time, and S Squared Investment Advisors, a business consulting firm where he spends minimal time. Kevin is also the author of a book on retirement and income and a consultant for Cash Balance Advisors, spending minimal time speaking with business owners about defined business plans.