{
  "crd_number": 140731,
  "slug": "bill-losey-retirement-solutions-llc-140731",
  "primary_business_name": "BILL LOSEY RETIREMENT SOLUTIONS, LLC",
  "legal_name": "BILL LOSEY RETIREMENT SOLUTIONS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-05-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 39632747.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 39632747.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 17456198.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 22176549.0,
      "count": 11
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://billlosey.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140731",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/bill-losey-retirement-solutions-llc-140731",
  "display_name": "Bill Losey Retirement Solutions, LLC",
  "summary": "Bill Losey Retirement Solutions, LLC is a state-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. Bill Losey Retirement Solutions, LLC (CRD 140731): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bill Losey Retirement Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bill Losey Retirement Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bill Losey Retirement Solutions, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 15, 2026 states: Hourly rate: $250 to $500 an hour (Hourly consulting); Flat fee: $1,500 to $5,000 (Flat Fee consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Bill Losey Retirement Solutions, LLC registered with the SEC or a state?",
      "a": "Bill Losey Retirement Solutions, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 140731."
    },
    {
      "q": "How much does Bill Losey Retirement Solutions, LLC manage?",
      "a": "Bill Losey Retirement Solutions, LLC reports $39,632,747 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (0% discretionary)."
    },
    {
      "q": "How have Bill Losey Retirement Solutions, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bill Losey Retirement Solutions, LLC: Regulatory assets under management: $37,503,694 in the October 2021 data and $39,632,747 in the October 2026 data, up 6%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bill Losey Retirement Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (11)."
    },
    {
      "q": "Does Bill Losey Retirement Solutions, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140731"
    },
    {
      "q": "Does Bill Losey Retirement Solutions, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 15, 2026 says: \"There is an account minimum, $250,000, which may be waived by BLRS, based on the needs of the client and the complexity of the situation.\""
    },
    {
      "q": "What changed in Bill Losey Retirement Solutions, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Moved from SEC registration to state registration."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 37503694.0,
      "total_employees": 1,
      "filing_date": "2021-01-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 40513030.0,
      "total_employees": 1,
      "filing_date": "2022-01-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 35526773.0,
      "total_employees": 1,
      "filing_date": "2023-02-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 38312297.0,
      "total_employees": 1,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 37344898.0,
      "total_employees": 1,
      "filing_date": "2025-01-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 39632747.0,
      "total_employees": 1,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Moved from SEC registration to state registration."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 to $500 an hour (Hourly consulting)",
      "Flat fee: $1,500 to $5,000 (Flat Fee consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum, $250,000, which may be waived by BLRS, based on the needs of the client and the complexity of the situation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $500 an hour (Hourly consulting)"
        ],
        "quotes": [
          "Hourly consulting is offered for a fee of $250 to $500 per hour with a one hour minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $5,000 (Flat Fee consulting)"
        ],
        "quotes": [
          "Flat Fee consulting is offered for $1,500 to $5,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 500.0,
          "period": "hour",
          "service": "Hourly consulting"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Flat Fee consulting"
        }
      ]
    },
    "quotes": [
      "There is an account minimum, $250,000, which may be waived by BLRS, based on the needs of the client and the complexity of the situation.",
      "Hourly consulting is offered for a fee of $250 to $500 per hour with a one hour minimum.",
      "Flat Fee consulting is offered for $1,500 to $5,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bill-losey-retirement-solutions-llc-140731.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 17456198.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 22176549.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140731",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}