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Shane Christopher Perry

THE Retirement Solution LLC

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About Shane Christopher Perry

Shane Christopher Perry is an investment advisor representative at The Retirement Solution LLC, a firm that provides financial planning, investment management, and consulting services. Shane has been with The Retirement Solution LLC since February 2019 and has extensive experience in the financial services industry. Shane is licensed in Washington, Texas and New Hampshire. Shane specializes in portfolio management for individuals, publication of periodicals, and selection of other advisors. Shane is committed to providing personalized financial advice to individuals and families, helping them achieve their financial goals.

Firm Information

Shane Perry 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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Shane Perry’s Registration & Firm History

WA

02/14/2019 - Present

THE Retirement Solution LLC (REDMOND WA)

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Licenses & Designations

IA

Issued 02/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shane Christopher Perry.
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