The Retirement Solutions Group

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Client assets under management

$34,954,496

Clients

9% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$466,060

About

The Retirement Solutions Group works with individual investors, including both high‑net‑worth and non‑HNW households, to provide discretionary and non‑discretionary asset management alongside one‑time, ongoing, and topic‑specific financial planning and consulting. Services cover retirement income planning, cash‑flow and tax considerations, estate preservation, and investment selection consistent with documented goals and risk tolerance.

The firm structures portfolios and plans by documenting client objectives, time horizons, and risk tolerance, applying fundamental and technical analysis where appropriate and conducting periodic reviews (at least quarterly) that include tax‑loss harvesting and automated rebalancing. Clients receive written reports and confirmations at least quarterly, may impose investment restrictions, and custody is maintained through a custodial broker‑dealer selected by the firm.

A distinguishing feature is that a principal of the firm maintains affiliated businesses as a licensed insurance agent and a divorce financial analyst and holds CDFA and CRPC credentials, allowing the firm to offer insurance products and divorce‑related financial services for separate compensation with disclosure of the potential conflict and the option for clients to use other providers. The firm operates with a small advisory team managing roughly $35 million for about 75 clients, does not require an account minimum, and combines individualized planning with ongoing portfolio management.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Income planning Tax-loss harvesting General estate planning guidance Debt management

Fee options

Fixed

One-time financial planning fixed fee between $2,500 and $5,000; ongoing financial planning quarterly fixed fee between $400 and $3,000

Percentage

$0 - $500,000: 1.50% annually $500,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually

Project-based

$200 per hour for financial consulting

Other

Fee-only: Financial planning fixed fee $2,500 to $5,000; Financial consulting hourly fee $200/hour; Ongoing financial planning fixed fee $400 to $3,000 per quarter

Most active in

Nevada · South Carolina

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 702-835-6960

Advisors at this firm

Andrew H

Series 63, Series 65

Las Vegas, NV

The Retirement Solutions Group

Andrew Hatherley is a financial advisor with The Retirement Solutions Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with firms including Wells Fargo Advisors Financial Network and has operated his own businesses since 2016. Outside of advising, he also works as a divorce financial analyst through Wise Divorce Solutions, LLC. The Retirement Solutions Group serves individual investors, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management along with financial planning and consulting. The firm emphasizes documented client objectives, periodic portfolio reviews, and integrates insurance and divorce financial services through affiliated businesses.

Retirement income strategy Income planning Tax-loss harvesting General estate planning guidance Debt management

Jacqueline B

Series 65

Las Vegas, NV

The Retirement Solutions Group

Jacqueline Benjamin Hatherley is a financial advisor at The Retirement Solutions Group with three years of industry experience. She holds a Series 65 credential and has previously worked at Capstone Capital Wealth Advisors and The Investment Counsel Company. In addition to her advisory role, she owns and consults for RIA Ops LLC, a staffing and operations consulting firm. The Retirement Solutions Group serves individual investors, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management as well as financial planning and consulting. The firm focuses on retirement income planning, tax considerations, estate preservation, and investment selection tailored to client goals and risk tolerance.

Retirement income strategy Income planning Tax-loss harvesting General estate planning guidance Debt management

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