The Retirement Solution LLC
Redmond, WA·SEC-registered · CRD #148106
The Retirement Solution LLC is an SEC-registered investment advisory firm in Redmond, WA managing $699M across 4.3k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$699M
Client accounts
4.3k
Advisory staff
15
Fee model
Fee-based
How The Retirement Solution LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about The Retirement Solution LLC
How much does The Retirement Solution LLC manage?
Per its most recent SEC Form ADV filing (05/15/2026), The Retirement Solution LLC reports $699M in regulatory assets under management across roughly 4.3k client accounts.
How does The Retirement Solution LLC charge?
The Retirement Solution LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Retirement Solution LLC a fiduciary?
Yes. The Retirement Solution LLC is registered with the U.S. Securities and Exchange Commission (CRD #148106), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Retirement Solution LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Retirement Solution LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Redmond, WA
Profile compiled from The Retirement Solution LLC's public SEC Form ADV filing (CRD #148106, filed 05/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Retirement Solution LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Retirement Solution LLC? Claim this profile.