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Adam Powell

THE Retirement Solution LLC

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About Adam Powell

Adam Powell is a financial advisor who has been working in the industry since 2007. Adam Powell is a Registered Investment Advisor and is currently registered with The Retirement Solution LLC. Adam Powell has a Series 65 license. Adam Powell is a financial advisor who specializes in financial planning, portfolio management for individuals, publication of periodicals, and selection of other advisors. Adam Powell is licensed in Washington. Adam Powell has worked for Toyota of Kirkland, Lexus of Bellevue, and The Retirement Solution Inc.

Firm Information

Adam Powell is currently registered with THE Retirement Solution LLC. 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Adam Powell’s Registration & Firm History

WA

01/26/2021 - Present

THE Retirement Solution LLC (REDMOND WA)

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Licenses & Designations

IA

Issued 10/16/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Powell.
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