Retirement Advice LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,525,382
Total clients
65
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$392,698
About
Retirement Advice LLC provides investment management and financial planning to individuals, high‑net‑worth clients, and retirement plans. The firm operates on a fee‑only basis and offers both ongoing and project‑based planning alongside discretionary portfolio management and educational seminars and speaking engagements.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active strategies and focusing on long‑term holdings tailored to each client’s risk tolerance and objectives. It manages portfolios across stocks, bonds, mutual funds, and ETFs and can incorporate socially conscious (ESG) strategies or customized individual‑security portfolios when clients request values‑based investing.
Notably, the firm conducts public and organization‑level educational seminars and speaking engagements, a service that is less common among independent solo advisers. It also integrates planning with ancillary tax preparation support through third‑party tax professionals for ongoing planning clients and uses institutional custodial platforms (Charles Schwab and Altruist) for trading and reporting.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Early retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees up to $9,000; educational seminars charged at $300 per hour.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$300 per hour for project-based financial planning and educational seminars.
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Retirement Advice LLC
412 W River's Edge Dr, Suite 30
Provo UT 84664, United States
Number of offices
1
Most active in
Retirement Advice LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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