9AT: HIGGINBOTHAM RETIREMENT ADVISORS, INC.

Adviser Profile

As of Date	08/26/2026
Registration	SEC, Approved, 02/06/2004
ADV Location	HOUSTON, TX, United States
Contact Info	(71 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FINEQUITIES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PRIVATE ADVISOR NETWORK, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ALIGN INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser WEALTHION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ADAMS FUNDS ADVISERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser 1291 GROUP OF THE AMERICAS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser SLATED ANALYTICS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CLEARUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ZENO AN SOLUTIONS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

MBG Retirement, Inc. (called “we” or “MBGR” in this brochure) is required to register as an investment adviser with the Securities and Exchange Commission because we provide pension plan consulting to plans with more than $200 million in assets. We provide investment advice but do not invest or manage our clients’ assets. Consequently, many of the items in Form ADV Part 2A are not applicable to us. MBGR was founded in 2000 as a wholly owned retirement division of Madison Benefits Group, Inc. and is now owned by Higginbotham Insurance Agency, Inc. (“Higginbotham”). MBGR provides consulting to plan sponsors of qualified retirement plans. We design and service qualified retirement plans and non- qualified deferred compensation plans. We conduct vendor searches for plan sponsors to find appropriate 401(k) and retirement plan providers. We also analyze all facets of retirement benefit programs and advise clients on managing their fiduciary responsibilities, improving participants' education in retirement planning, and identifying practices that

will reduce administrative time and costs to plan sponsors. Among our services are the following: Development of investment policy statements for retirement plans. Analysis of investments and assistance in the selection of mutual funds including ongoing due diligence for retirement plans. Reviews of plan documents, including reviews of summary plan descriptions, investment policy statements, loan policies and 404(c) procedures. Procedural reviews of payroll procedures regarding contribution limits, deferrals, and matching contributions. Development of a compliance calendar containing filing deadlines, contribution due dates, and other important dates. Compliance consulting to retirement plans. Serving as a co-fiduciary on the investments in a plan. As consultants, we tailor our advisory services to fit the needs of the individual plan sponsor as well as the needs of the employee population benefitting under the plan as required by ERISA guidelines. We have no assets under management, either on a discretionary or non-discretionary basis.

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

MBG RETIREMENT

MBG RETIREMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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HIGGINBOTHAM RETIREMENT ADVISORS, INC. HIGGINBOTHAM RETIREMENT ADVISORS, INC. MBG RETIREMENT MBG RETIREMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

HIGGINBOTHAM RETIREMENT ADVISORS, INC.

MBG RETIREMENT

MBG RETIREMENT, INC.