Advisor at Retirement Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Solutions
Location
Rio Rancho, NM
Credentials
Series 63, Series 65
Industry experience
11 years
Larry Blades is a financial advisor at Retirement Solutions with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Redwood Private Wealth LLC and Senior Income Solutions. Outside of his advisory role, he operates Oakwood Summit, LLC, providing tax advice and insurance services. Retirement and Investment Solutions offers discretionary and non-discretionary asset management, financial planning, and ERISA plan services to individuals and retirement plans. The firm employs client-specific strategies using fundamental and technical analysis and collaborates with Gradient Investments, LLC to provide model portfolios and advisory services.
Based on Retirement Solutions
Based on Retirement Solutions
Based on Retirement Solutions
Financial planning fixed fees ranging from $500 to $10,000 depending on service complexity
$0+: Up to 1.5% annually for Asset Management and ERISA Plan Services (negotiable) All Assets+: Gradient Investments Co-Advisor Fees vary by portfolio type: Strategic Portfolios 2.00% total (1.00% GI + 1.00% Advisor); Tactical Portfolios 1.80% total (0.80% GI + 1.00% Advisor); Allocation & Defined Outcome Portfolios 1.70% total (0.70% GI + 1.00% Advisor); Preservation Portfolios 1.00% total (0.40% GI + 0.60% Advisor) All Assets+: Client Directed Accounts: $300 flat fee to GI; $0 to Advisor
Investment Advisor Representatives receive external compensation from sales of investment-related products such as insurance (commission-based) separately from advisory fees
$200 per hour for financial planning and consulting services
Account minimum: $25,000 minimum (may be lowered or waived in certain instances) Minimum fee: Minimum annual fee of $500 for asset management and ERISA plan services Fee-only: Asset management fees and financial planning fees as described; no commissions for advisory services
Rio Rancho, NM
Maine · New Mexico
Retirement and Investment Solutions, LLC
2024 - Present (2 years)
Oakwood Summit, LLC
2024 - Present (2 years)
Redwood Private Wealth LLC
2021 - 2024 (3 years)
Redwood Tax Specialists
2020 - 2024 (4 years)
Retirement and Investment Solutions, LLC
2017 - 2021 (4 years)
Senior Income Solutions
2014 - 2019 (5 years)
Larry Blades, Sole Proprietor
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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