Overview
Assets Under Management: $573 million
Headquarters: REDMOND, WA
High-Net-Worth Clients: 269
Average Client Assets: $1 million
Frequently Asked Questions
THE RETIREMENT SOLUTION LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148106), THE RETIREMENT SOLUTION LLC is subject to fiduciary duty under federal law.
THE RETIREMENT SOLUTION LLC is headquartered in REDMOND, WA.
THE RETIREMENT SOLUTION LLC serves 269 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, THE RETIREMENT SOLUTION LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
THE RETIREMENT SOLUTION LLC manages $573 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, THE RETIREMENT SOLUTION LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 269
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,888
Discretionary Accounts: 2,888
Regulatory Filings
CRD Number: 148106
Filing ID: 1967445
Last Filing Date: 2025-03-28 11:54:00
Website: https://kbc.team