Advisor at The Retirement Solution LLC
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
The Retirement Solution LLC
Location
Mill Creek, WA 98012
Credentials
Series 66
Industry experience
7 years
Travis Johnson is a financial advisor at The Retirement Solution LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to joining his current firm. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm uses model-based portfolio allocations focused on mutual funds and ETFs, employing fundamental and technical analysis with strategic asset allocation.
Based on The Retirement Solution LLC
Based on The Retirement Solution LLC
One-time $1,500 fee for estate planning coordination services (Wealth.com platform)
Commissions on insurance products based on premium paid; up-front and/or trail commissions
Fee-only: Fixed fees for financial planning; ongoing financial planning fees per The Retirement Club Agreement (negotiable, fixed fee basis)
1600 Bothell Everett Highway, Suite 111
Mill Creek, WA 98012
Washington
The Retirement Solution
2022 - Present (4 years)
The Retirement Solution Inc.
2019 - 2022 (3 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporate
2018 - 2019 (1 year)
Bank of America
2015 - 2018 (3 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.
Series 66
Everett, WA
Elderrock Financial LLC
Series 63, Series 65
Kirkland, WA
Waterhill Capital, LLC
CFA®
Kirkland, WA
Lakeside Financial Inc.
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
Series 65
Mountlake Terrace, WA
Blue Ridge Investments LLC
Series 66
Everett, WA
Focus Advisory, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")