The Retirement Solution LLC
Firm details
- Headquarters
- Redmond, Washington
- CRD number
- 148106
- Registered since
- August 1, 2018
- Website
- theretirementsolution.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.22%
- Individuals41.78%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
The Retirement Solution LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional accounts and performs advisory work that includes financial planning, portfolio management for individuals and small businesses, and selection of outside managers. It also engages in publishing periodic investment or client-focused newsletters and operates as an insurance broker. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm identifies as a capital allocator and is not positioned as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Cash & Cash Equivalents23%
- Exchange Traded Equities4%
Owners & executives
2 of 2Brian Petraitis
Chief Compliance OfficerCRD 7255407
James Black
Founder & CEOCRD 2156347
Contacts
3 of 17
Jason Falk
Financial PlannerCRD 6850587
Heather Carlson
Associate PlannerCRD 4359310
Jared Kowalske
Client Experience ManagerCRD 7820834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$461M in ETFs
5%
$21.7M
95%
$439M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU) | Dimensional | Active | Large Blend | $255M | 5,478,280 | 55.42% |
Location
Redmond, WA
King
Location
Redmond, WA
Headquartered in Redmond, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 18300 Redmond Way
- Time zone
- PT (UTC-8)
- Office locations
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