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THE RETIREMENT SOLUTION LLC
CRD 148106 · SEC 801-113783
18300 REDMOND WAY, SUITE 250, REDMOND, WA, 98052, United States
Phone
425-558-3700
Fax
425-274-0955
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$699.4M
Discretionary AUM
$449.2M
Team
35 total employees; 15 advisory reps; 108 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsCONSULTING; TAX-MANAGED INDEXING; ESTATE PLANNING COORDINATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 499 | $292.2M |
| High net worth individuals | 324 | $407.2M |
| Corporations/business entities | 1 | $41K |
States served
AL, AZ, CA, CO, GA, ID, IN, KS, MD, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
- https://www.linkedin.com/company/the-retirement-solution/
- https://www.bbb.org/us/wa/redmond/profile/retirement-planning-services/the-retirement-solution-llc-1296-22610219
- https://trs.yourretirementuniversity.com/
- HTTPS://WWW.FACEBOOK.COM/THERETIREMENTSOLUTION/
- https://vimeo.com/theretirementsolution
- http://WWW.THERETIREMENTSOLUTION.COM
- https://open.spotify.com/show/0CDiWhAVjPHIl0y0pXHjo2
- https://www.youtube.com/channel/UCB5nhye14QduzXp8ncbdcwQ
- https://www.instagram.com/theretirementsolution/
Official SEC filing: View on IAPD