Retirement Evolutions Wealth Management LLC

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Client assets under management

$89,186,200

Clients

517

4% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

259

Very High

Average account size

$172,507

About

Retirement Evolutions Wealth Management is a small advisory firm serving individual and high‑net‑worth clients with discretionary portfolio management and financial planning. The firm reports roughly $89.6 million in assets under management across about 500 client relationships and operates with two advisors.

The firm documents client goals and risk tolerances in an investment policy statement and provides ongoing supervisory services with discretionary authority, using a mix of charting, fundamental, technical, and cyclical analysis and both long‑ and short‑term trading strategies. Accounts are reviewed at least quarterly by the firm’s principal and portfolios are monitored for alignment with each client’s stated objectives.

A notable characteristic is that firm personnel are licensed insurance agents and the adviser is affiliated with an insurance business, and the brochure discloses that commissionable insurance products may be offered in that outside capacity while clients are not required to use those services. The firm also requires clients to use its recommended custodians and arranges fee billing directly from client accounts, operational features prospective clients may wish to consider alongside the disclosed outside business activities.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning

Fee options

Fixed

Fixed fees for financial planning between $500 and $2,500 (negotiable)

Percentage

$1 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually Above $1,000,000+: 1.00% annually

Project-based

$175 per hour (negotiable)

Other

Account minimum: $250,000 (may be waived) Fee-only: Hourly financial planning fee $175/hour (negotiable); Fixed financial planning fees $500-$2,500 (negotiable)

Main office location

Retirement Evolutions Wealth Management LLC

4578 N First Av. Suite 120

Tucson AZ 85718, United States

Number of offices

Most active in

Arizona

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 520-399-6340

Advisors at this firm

Jeremy N

Series 65

Tucson, AZ

Retirement Evolutions Wealth Management LLC

Jeremy Neis is a financial advisor at Retirement Evolutions Wealth Management LLC in Tucson, AZ, holding a Series 65 designation with nine years of industry experience. He also serves as a project manager for KT Construction LLC, a custom home development business. Retirement Evolutions Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of fundamental, technical, charting, and cyclical analysis to guide both long-term and short-term investment strategies.

General retirement planning Income planning

Jon M

Series 65

Tucson, AZ

Retirement Evolutions Wealth Management LLC

Jon Magoch is a financial advisor with Retirement Evolutions Wealth Management LLC in Tucson, AZ, holding a Series 65 designation and 17 years of industry experience. He has been affiliated with Retirement Navigators Wealth Management and Retirement Navigators Insurance Services since 2006 and is a principal of JKM Motivational Inc. Outside of advisory work, he owns a motivational company and a property management business. Retirement Evolutions Wealth Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and uses both long-term and short-term trading strategies tailored to each client’s investment policy statement.

General retirement planning Income planning

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