Retirement Solutions Investments, Inc.

RIAState 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 independent, Utah‑based registered corporation that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Ownership is listed as individual and the firm identifies itself as a capital allocator — directing client capital to external managers in addition to managing public investments internally. Fee arrangements include percentage of AUM, fixed fees and other structures. The firm reports an affiliation with an insurance company and is not identified as an active ESG investor or a multi‑state adviser.