{
  "crd_number": 334707,
  "slug": "fbmc-retirement-solutions-llc-tallahassee-fl-334707",
  "primary_business_name": "FBMC RETIREMENT SOLUTIONS, LLC",
  "legal_name": "FBMC RETIREMENT SOLUTIONS, LLC",
  "dbas": [],
  "city": "Tallahassee",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45220",
  "metro": {
    "cbsa_code": "45220",
    "common_name": "Tallahassee",
    "msa_name": "Tallahassee, FL",
    "path": "/advisors/fl/tallahassee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-27",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-11",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": null,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334707",
  "city_as_filed": "TALLAHASSEE",
  "url": "https://advisorcensus.com/firm/fbmc-retirement-solutions-llc-tallahassee-fl-334707",
  "display_name": "FBMC Retirement Solutions, LLC",
  "summary": "FBMC Retirement Solutions, LLC is an SEC-registered investment advisory firm in Tallahassee, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated June 11, 2026.",
  "citation": "AdvisorCensus. FBMC Retirement Solutions, LLC (CRD 334707): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is FBMC Retirement Solutions, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), FBMC Retirement Solutions, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is FBMC Retirement Solutions, LLC located?",
      "a": "FBMC Retirement Solutions, LLC's principal office is in Tallahassee, FL, according to its Form ADV."
    },
    {
      "q": "Is FBMC Retirement Solutions, LLC registered with the SEC or a state?",
      "a": "FBMC Retirement Solutions, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334707."
    },
    {
      "q": "How have FBMC Retirement Solutions, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for FBMC Retirement Solutions, LLC: Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does FBMC Retirement Solutions, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Does FBMC 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 SEC record: https://adviserinfo.sec.gov/firm/summary/334707"
    },
    {
      "q": "Does FBMC Retirement Solutions, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 11, 2026 says: \"There is no minimum account size required by us to engage a participant for these individualized services.\" \"FBMC Retirement does not have a minimum account size for its clients.\""
    },
    {
      "q": "What changed in FBMC Retirement Solutions, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2026-06-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size required by us to engage a participant for these individualized services.",
          "FBMC Retirement does not have a minimum account size for its clients."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size required by us to engage a participant for these individualized services.",
      "FBMC Retirement does not have a minimum account size for its clients."
    ],
    "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/fbmc-retirement-solutions-llc-tallahassee-fl-334707.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/334707",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}