linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

THE Retirement Solution LLC

Headquartered in REDMOND, WA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

THE Retirement Solution LLC is a retirement planning firm headquartered in Redmond, OH. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have over 1,000 clients, primarily individuals (both high-net-worth and other) and charitable organizations. Their regulatory assets under management total over $475 million. The firm is registered with the SEC.

THE Retirement Solution LLC

18300 REDMOND WAY

REDMOND, OH 98052

$475.26M

Assets Under Management

93

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

THE RETIREMENT SOLUTION LLC has a total of 5 branch locations across the country.
location

REDMOND, WA

location

Kennewick, WA

location

MILL CREEK, WA

location

KENNEWICK, WA

location

REDMOND, OH

Advisors at THE Retirement Solution LLC

View All 13 Advisors
Unclaimed
Thomas Alan Black

RA

REDMOND, WA

View Profile
Unclaimed
Jared Kowalske

RA

REDMOND, WA

View Profile
Unclaimed
Kyle Brent Nelson

CFP®, RA

REDMOND, WA

View Profile
Unclaimed
Adam Powell

RA

REDMOND, WA

View Profile
Unclaimed
Persis Elaine Mejia

RA

REDMOND, WA

View Profile
Unclaimed
Heather M Carlson

RA

REDMOND, WA

View Profile
Unclaimed
Jared Thomas Black

RA

REDMOND, WA

View Profile
Unclaimed
Cynthia Aspitarte Mueller

CFP®, RA

REDMOND, WA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if THE Retirement Solution LLC is right for you?

Disclosures

There are no public disclosures for THE Retirement Solution LLC.

Frequently Asked Questions (8)

Not sure if THE Retirement Solution LLC is right for you?