RETIREMENT SOLUTIONS INVESTMENTS, INC.

RIASEC Registered

Total AUM

$57.8M

Discretionary

$57.8M

100% of AUM

Avg account

$120K

Accounts

481

Employees

Advisory reps

Firm details

Headquarters: PROVO, Utah
CRD number: 171199
Website: rsutah.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI57.79%
Individuals42.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Solutions Investments, Inc. is an independently owned, corporate-structured registered investment adviser that serves individual and family clients. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and third‑party manager selection. Its fee arrangements include percentage‑of‑AUM, fixed fees and other fee types. The firm does not identify as an active ESG investor and reports a single‑state registration profile rather than a multi‑state advisory footprint. An insurance company affiliation appears among its industry ties.