Retirement Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$226,991,000
Total clients
188
40% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$1,207,399
About
Retirement Wealth Solutions LLC provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, and small businesses. The firm manages discretionary accounts (including use of third‑party money managers) and reports approximately $226.99 million in discretionary assets under management across about 188 client relationships with a three‑advisor team.
RWS delivers customized advice based on clients’ time horizons, risk tolerances, and investment objectives, using asset allocation as a core framework and incorporating techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading where appropriate. The firm emphasizes risk management and tax awareness in its process, conducts quarterly account reviews, and recommends custodial and platform relationships (including a Schwab custodial relationship and the use of the Envestnet platform).
A notable feature of the firm is that some firm representatives are also licensed insurance agents and may offer commissionable insurance products; the brochure discloses this potential conflict, states clients are not required to purchase insurance through the firm, and indicates these activities may consume up to 30% of those representatives’ time. RWS’s combination of a small advisory team overseeing substantial AUM and routine use of third‑party platforms and custodial arrangements (which can involve separate platform and manager fees) distinguishes its operating model from many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning projects range from $2,500 to $50,000 per project
Up to 2.00% per annum
Hourly financial planning fees range from $250 to $500 per hour, $2,500 minimum
Minimum fee: Minimum annual platform fee of $50 may be charged if managed assets fall below $125,000 (applicable to Envestnet platform clients) Fee-only: Financial planning services offered via fixed fees ($2,500 to $50,000 per project) or hourly fees ($250 to $500 per hour, $2,500 minimum)
Main office location
Retirement Wealth Solutions LLC
110 East 2 Nd Street
Marshfield WI 54449, United States
Number of offices
1
Most active in
New Hampshire · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
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