R
Retirement Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,000,000
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
$150,000
About
Retirement Solutions provides investment advisory and financial consulting primarily to individual clients, with services that include discretionary asset management and flat-fee financial plans and reviews. Its consulting scope explicitly covers wills, income planning, estate/trusts, taxes, and insurance alongside ongoing portfolio management for clients.
The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance through written investment policy documentation and uses fundamental and technical analysis and sources such as Morningstar and client records to select and monitor investments. It accepts discretionary authority for trading, performs quarterly account reviews, and offers a range of strategies from long-term holdings to short-term trading and option writing, with financial plans delivered within 30 days of receiving client information.
Two features distinguish the firm from most independent advisers: the principal is also the principal of Greenbird Capital Management, LLC, a registered commodity trading advisor, and maintains an affiliated insurance practice that offers annuities and life insurance to clients. The brochure discloses that insurance commissions create potential conflicts of interest; the firm notes this conflict and describes mitigation through disclosure, a code of ethics, and its fiduciary duty while allowing clients to obtain products from other providers.
Client services
Portfolio management
Expertise
General retirement planning
Income planning
Life insurance needs analysis
Fee options
Financial consulting fees range from $500 to $1,500 based on complexity
1.5% annually
Main office location
Retirement Solutions
Pearland TX, United States
Number of offices
1
Most active in
Retirement Solutions has reported serving >5 clients in these states in the last 12 months.
Texas
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
-
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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