RK Retirement Solutions LLC logo

RK Retirement Solutions LLC

Updated today

Client assets under management

$18,900,000

Clients

90

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

45

Typical

Average account size

$210,000

About

RK Retirement Solutions serves individual investors and small businesses, providing discretionary asset management and related financial planning. The firm reports managing about $18.9 million across roughly 90 client relationships, charges percentage‑of‑assets advisory fees, and does not impose a stated account minimum.

Investment programs are developed from client‑stated objectives and documented in an Investment Policy Statement or risk tolerance, and the firm uses methods such as modern portfolio theory as well as fundamental, technical, and cyclical analysis. Accounts are reviewed at least quarterly and the firm participates in a periodic investment committee arrangement (in conjunction with an outside TAMP) while retaining trading discretion for client accounts.

The brochure discloses a historical personal bankruptcy of the firm’s majority owner (filed and discharged in 1984), a disclosure event that is relatively uncommon among peers; combined with its AUM and client count, this suggests the firm does not focus on high‑net‑worth households. Other distinguishing features for a small two‑advisor firm include recommending a specific custodian (no directed brokerage), receipt of soft‑dollar research benefits, and an affiliation of the managing member with entities that sell insurance despite the advisory firm itself not selling commissioned insurance products.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing

Fee options

Percentage

$0 - $1,000,000: 1.00% annually Over $1,000,000+: Negotiable

Other

Fee-only: 1.00% annually for assets up to $1,000,000; negotiable above $1,000,000

Main office location

RK Retirement Solutions LLC

Sun City West AZ, United States

Number of offices

2

Most active in

Arizona · Minnesota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert K

Series 63, Series 65

Sun City West, AZ

RK Retirement Solutions LLC

Robert Kromer is a financial advisor with RK Retirement Solutions LLC in Sun City West, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over two decades at Midwest Financial Group, Inc., followed by roles at Securities America, Inc. and Securities America Advisors, Inc. before joining RK Retirement Solutions in 2017. RK Retirement Solutions serves individual investors and small businesses by providing discretionary asset management and financial planning tailored to client objectives, using approaches such as modern portfolio theory and fundamental, technical, and cyclical analysis. The firm manages approximately $18.9 million across about 90 client relationships and conducts quarterly account reviews.

Wealth management Passive / index investing
user avatar

Jeremy K

Series 65

Saint Paul, MN

RK Retirement Solutions LLC

Jeremy Kromer is a Series 65-licensed advisor with RK Retirement Solutions LLC, where he has worked since 2021. He has a total of four years of industry experience, including five years at North American Banking Company and nine years at Starbucks Coffee Company prior to his current role. RK Retirement Solutions serves individual investors and small businesses by providing discretionary asset management and financial planning. The firm manages approximately $18.9 million across about 90 client relationships, using investment methods such as modern portfolio theory alongside fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")