RETIREMENT SOLUTIONS LLC

Overview

Retirement Solutions LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs client relationships under a mix of fee models — percentage of assets under management, hourly engagements and fixed-fee arrangements — and operates with an individual owner structure. Its mandate is tilt toward equity exposure: the firm’s portfolios are overwhelmingly built from exchange-traded equities and ETF-like instruments, with equities identified as the dominant asset class on the books. The adviser does not position itself as an ESG investor and is not structured as a multi-state adviser or pension consultant. Advisory services are delivered largely in a non-discretionary format, meaning clients retain final trading authority while the firm provides ongoing planning and portfolio recommendations.

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Location & Offices