Bill Losey Retirement Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,632,747
Total clients
54
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$733,940
About
Bill Losey Retirement Solutions, LLC serves individual and high‑net‑worth clients with ongoing portfolio management, financial planning, and educational seminars. The firm’s advisory services are delivered through the SEI Asset Management Program and are focused on mutual funds and ETFs.
BLRS prepares individualized Investment Plans that document goals, time horizon, and risk tolerance, and it provides ongoing monitoring and recommendations rather than exercising trading discretion. Accounts are managed on a non‑discretionary basis and participate in SEI model portfolios that include automated quarterly rebalancing unless the adviser or client directs otherwise.
As of 12/31/2025 the firm reported about $39.6 million in non‑discretionary assets under management, an orientation that is less common among independent advisory firms. The firm’s reliance on the SEI platform — which requires custody at SEI Private Trust Company and use of SEI Investment Distribution Co. for trade placement — and its combination of fee‑based financial planning and seminars are notable operational features that affect how client instructions, brokerage execution, and rebalancing are handled.
Client services
Fee options
Financial planning flat fees range from $1,500 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 to $500 per hour with a one hour minimum for consulting
Account minimum: $250,000 (may be waived based on client needs and complexity) Fee-only: Fixed financial planning fees between $500 and $10,000; hourly consulting $250 to $500 per hour with one hour minimum; flat fee consulting $1,500 to $5,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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