The Retirement Solution LLC

The Retirement Solution LLC (CRD# 148106) is a financial advisory firm headquartered in Redmond, WA. They manage $475,260,153 in 2,728 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details

18300 Redmond Way, Suite 250, Redmond, WA 98052

https://www.bbb.org/western-washington/business-reviews/retirement-planning-services/the-retirement-solution-inc-in-redmond-wa-2

By the Numbers

Total Assets Under Management

475

MILLION
Total Number of Accounts

2,728

ACCOUNTS
Average Account Value

$174,216

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)
Publication of periodicals or newsletters
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA

Financial Advisors at The Retirement Solution LLC

Showing 11 - 11 of 11 top financial advisors.

Adam Powell

CRD#: 7330188

18300 Redmond Way, Suite 250, Redmond, WA 98052

Adam Powell (CRD# 7330188) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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