Retirement Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,568,657
Clients
26
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
26
TypicalAverage account size
$1,060,333
About
The firm provides investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. Offerings include customized portfolio management, retirement-account advice (including rollover guidance), and financial planning delivered on hourly or fixed-fee engagements.
Portfolios are constructed using low-cost, diversified mutual funds and ETFs and may include individual stocks or bonds as appropriate; the firm employs both fundamental and technical analysis and generally follows a long-term orientation while allowing for shorter-term trades when warranted. Notably, the firm manages client assets on a non-discretionary basis, requiring client approval before executing trades and reporting all assets as non-discretionary.
What distinguishes the firm from many peers is that all reported assets are managed non-discretionarily, a practice that is comparatively uncommon among independent advisors. The firm also maintains an institutional relationship with a custodian platform that provides software and operational support, and the principal retains an active insurance license though insurance products are not actively marketed through the advisory business; the firm manages roughly $27.6 million across 26 client relationships.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Fee options
Fixed fees range from $500 to $5,000 based on scope and complexity
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.25% annually
Up to $250 per hour
Fee-only: Hourly fees up to $250 per hour; Fixed fees range from $500 to $5,000 based on scope and complexity
Main office location
Retirement Solutions LLC
12100 Wilshire Boulevard, Suite 800
Los Angeles CA 90025, United States
Number of offices
1
Most active in
Retirement Solutions LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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