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 that began SEC registration in 2018. The firm acts as a capital allocator and serves both individual & family clients and institutional mandates. Its service mix includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and the publication of periodicals or newsletters. The firm also operates as an insurance broker and offers fee arrangements that include a percentage of AUM, hourly billing, and fixed fees. The firm is not positioned as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$344M in ETFs
5%
$18.6M
95%
$326M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU) | Dimensional | Active | Large Blend | $256M | 5,434,605 | 74.44% |
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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