The Retirement Solution Inc.

Wealth Management Firm in Snohomish County, WA

Firm Info
Address: 16000 Bothell Everett Hwy Ste 175, Mill Creek, WA 98012, USA
Phone: (425) 412-8952

Firm Size
Assets Under Management: $466.1 million
# of Advisors: 11
# of Clients: 2,399
Client to Advisor Ratio: 218:1
Average Account Size: $194,284
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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The Retirement Solution Inc. Overview

The Retirement Solution Inc. is a fee-only registered investment advisory firm that is headquartered in Redmond, WA. Established in 2018, this firm has been providing investment advice to its clients for a few years now. It specializes in financial planning and portfolio management for both individuals and small businesses. Additionally, it also offers consulting services, including the selection of other advisors and the publication of periodicals or newsletters. One unique aspect of The Retirement Solution Inc. is that they are also an insurance broker/agent. This means that in addition to investment advice, they can also provide clients with access to insurance products to help protect their assets and mitigate risks. Their fee-only fee arrangement ensures that clients receive advice that is unbiased and not influenced by commissions. Overall, The Retirement Solution Inc. is a firm that provides a comprehensive suite of services to its clients. From investment advice to insurance products, they offer a range of solutions to help clients plan for their financial future. Their experience in financial planning and portfolio management makes them a valuable partner for individuals and small businesses alike.

THE RETIREMENT SOLUTION INC. caters to a wide range of clients, including individuals and high net-worth individuals who are looking for effective retirement planning solutions. These clients have varying needs and preferences as it pertains to their finances and retirement objectives, and the firm's experienced team of financial planners works closely with each client to create bespoke solutions that are tailored to their specific needs. Whether clients are nearing retirement or are already retired, the firm offers comprehensive planning services that cover investment management, tax planning, income optimization, and more. When it comes to fees, THE RETIREMENT SOLUTION INC. understands that clients have different preferences for how they want to pay for services rendered. The firm offers two fee structures depending on the service provided— a percentage of assets under management (AUM) or a fixed fee. The percentage of AUM fee structure is based on a percentage of the client's total investable assets, while the fixed fee structure is based on a set amount that is charged for specific services rendered. Clients can choose the fee structure that best meets their needs and budgetary requirements. Regardless of the fee structure selected, THE RETIREMENT SOLUTION INC. remains committed to delivering value that exceeds client expectations, with the aim of helping them achieve their retirement goals.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, it is not possible to determine the investment minimum for THE RETIREMENT SOLUTION INC. from their Part 2 Brochure note as there is no mention of an investment minimum.

How This Office Can Help Snohomish County, WA Residents

Edward Jones is a reliable and trusted financial services company that assists clients in Riverside with a comprehensive range of investment and financial planning services. The residents of Riverside often face unique financial challenges, such as high housing and utility costs, and increased traffic congestion, which can impact their budget and financial goals. Edward Jones provides personalized financial advice to help clients create a sound financial plan that addresses their individual needs and goals. Edward Jones financial advisors work closely with their clients, helping them to manage their investments, build a comprehensive retirement plan, and develop a strategy for long-term financial security. They also offer customized financial planning options to help clients understand their investment options and make sound decisions based on their specific financial situation, goals, and risk tolerance. Additionally, Edward Jones provides guidance on managing debt and building an emergency fund, which can help ease the financial burden for Riverside residents during times of economic uncertainty. Edward Jones is committed to helping clients in Riverside, CA achieve success through thoughtful financial planning.

To view the Minimum Investment and Fee Schedule for The Retirement Solution Inc., visit their Part 2 Brochure.

Services Offered by The Retirement Solution Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by The Retirement Solution Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 16000 Bothell Everett Hwy Ste 175, Mill Creek, WA 98012, USA
Phone (425) 412-8952
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 18300 REDMOND WAY, SUITE 250, REDMOND, WA 98052, United States

This firm has no other locations.


Disciplinary History

The Retirement Solution Inc. does not have any disclosures. Please visit it's Form ADV for more details.