# Bill Losey Retirement Solutions, LLC

> 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.

- CRD: 140731
- Filed as: BILL LOSEY RETIREMENT SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140731
- AdvisorCensus page: https://advisorcensus.com/firm/bill-losey-retirement-solutions-llc-140731

## Quick answers

**How is Bill Losey Retirement Solutions, LLC compensated?**
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).

**How much does Bill Losey Retirement Solutions, LLC charge?**
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.

**Is Bill Losey Retirement Solutions, LLC registered with the SEC or a state?**
Bill Losey Retirement Solutions, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 140731.

**How much does Bill Losey Retirement Solutions, LLC manage?**
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).

**How have Bill Losey Retirement Solutions, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bill Losey Retirement Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (11).

**Does Bill Losey 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140731

**Does Bill Losey Retirement Solutions, LLC state an account minimum?**
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."

**What changed in Bill Losey Retirement Solutions, LLC's recent Form ADV filings?**
In the October 2026 filing data: Moved from SEC registration to state registration.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 15, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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 rate: $250 to $500 an hour (Hourly consulting)

> Hourly consulting is offered for a fee of $250 to $500 per hour with a one hour minimum.

- Flat fee: $1,500 to $5,000 (Flat Fee consulting)

> Flat Fee consulting is offered for $1,500 to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $39,632,747
- Discretionary: $0
- Non-discretionary: $39,632,747

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $17,456,198 |
| High net worth individuals | 11 | $22,176,549 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $37,503,694 | 1 | January 18, 2021 |
| October 2022 | $40,513,030 | 1 | January 11, 2022 |
| October 2023 | $35,526,773 | 1 | February 6, 2023 |
| October 2024 | $38,312,297 | 1 | September 4, 2024 |
| October 2025 | $37,344,898 | 1 | January 21, 2025 |
| October 2026 | $39,632,747 | 1 | September 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Moved from SEC registration to state registration.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bill Losey Retirement Solutions, LLC (CRD 140731): Form ADV filing data as of October 2026.