Retirement Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,665,683
Total clients
30
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$222,189
About
The firm provides discretionary investment management and financial planning to individuals, high‑net‑worth individuals, and small businesses. Services include portfolio management, project‑based and hourly financial planning, and the selection of third‑party money managers.
Investment decisions use a multi‑disciplinary approach that combines quantitative, fundamental, technical, cyclical, and economic analysis and support both long‑ and short‑term strategies. The firm operates with discretionary authority, collects standard suitability information, employs strategic asset allocation, and performs ongoing portfolio reviews while implementing accounts through third‑party custodians and managers.
What distinguishes the firm from many peers is its active use of third‑party managers with negotiated fee‑sharing arrangements (including a relationship with Advisors Asset Management) and its use of distribution partners such as Jackson National Life Distributors and custodians like Charles Schwab, all of which the brochure identifies as potential conflicts of interest. The firm also discloses an affiliated insurance agency that offers fixed life insurance for which supervised persons receive compensation, and it maintains a $250,000 account minimum (waivable) alongside a relatively small client base and AUM compared with larger independent advisers.
Client services
Fee options
Project based financial planning fixed fee ranging from $500 to $6,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
$250 per hour
Account minimum: $250,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Retirement Strategies
1315 14 Th Ave
Longview WA 98632, United States
Number of offices
1
Forms ADV
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