# Advanced Retirement Solutions, LLC

> Advanced Retirement Solutions, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 288022
- Filed as: ADVANCED RETIREMENT SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288022
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-retirement-solutions-llc-288022

## Quick answers

**How is Advanced Retirement Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Retirement Solutions, LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Advanced Retirement Solutions, LLC registered with the SEC or a state?**
Advanced Retirement Solutions, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288022.

**How much does Advanced Retirement Solutions, LLC manage?**
Advanced Retirement Solutions, LLC reports $271,876,350 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**How have Advanced Retirement Solutions, LLC's assets and staff changed since 2022?**
In the Form ADV data for Advanced Retirement Solutions, LLC: Regulatory assets under management: $156,702,724 in the October 2022 data and $271,876,350 in the October 2026 data, up 73%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advanced Retirement Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (50).

**Which custodians does Advanced Retirement Solutions, LLC use?**
Advanced Retirement Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower and Voya Institutional Trust as custodians holding 10% or more of its separately managed account assets.

**Does Advanced Retirement Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288022

**What changed in Advanced Retirement Solutions, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $241,006,151 to $271,876,350 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Empower
- Voya Institutional Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $271,876,350
- Discretionary: $0
- Non-discretionary: $271,876,350

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 50 | $271,876,350 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arsadvisor.com
- onesource401kpep.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $156,702,724 | 1 | June 23, 2022 |
| October 2023 | $149,708,823 | 1 | January 27, 2023 |
| October 2024 | $196,069,224 | 1 | February 21, 2024 |
| October 2025 | $241,006,151 | 1 | February 12, 2025 |
| October 2026 | $271,876,350 | 1 | March 24, 2026 |

Regulatory assets under management: $156,702,724 in the October 2022 data and $271,876,350 in the October 2026 data, up 73%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $241,006,151 to $271,876,350 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Retirement Solutions, LLC (CRD 288022): Form ADV filing data as of October 2026.