Retirement Income and Inheritance Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
100
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$0
About
Retirement Income and Inheritance Advisors, LLC serves individual clients, including high‑net‑worth individuals, as well as institutional clients such as pension and profit‑sharing plans and business entities. The firm offers ongoing investment supervision and financial planning maintenance, one‑time financial planning, and pension consulting services.
The firm builds client‑specific plans based on goals, income, time horizon and risk tolerance and uses a combination of charting, fundamental, technical and cyclical analysis to inform investment decisions. Rather than using percentage‑of‑assets fees common among peers, the firm bills via flat quarterly, fixed project, and hourly arrangements and performs at least quarterly account reviews while not exercising trading discretion.
Notable distinctions include the principal’s licensure as an insurance agent and the occasional recommendation or sale of commissionable insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest. The brochure also indicates the firm does not take custody of client assets, may refer clients to third‑party managers, and reported $0 in assets under management as of 12/31/2016, a combination that differs from many independent advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Inheritance planning
Fee options
Fixed fees for one-time financial planning services range between $225 and $10,000, with a maximum initial retainer of $500.
Base hourly fee for financial planning services is $225 per hour, billed in half-hour increments of $112.50.
Investment Supervision and Financial Planning Maintenance Services fees start at $225 per quarter, billed quarterly in advance.
Minimum fee: Investment Supervision and Financial Planning Maintenance Services fees start at $225 per quarter. Fee-only: Fixed fees for financial planning range from $225 to $10,000; Hourly fees are $225 per hour, billed in half-hour increments of $112.50.
Main office location
Retirement Income and Inheritance Advisors, LLC
10446 N 74 Th St, Ste 220
Scottsdale AZ 85258-1023, United States
Number of offices
1
Most active in
Retirement Income and Inheritance Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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 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.
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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.
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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
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