# Filice Retirement Services

> Filice Retirement Services is a state-registered investment advisory firm in San Jose, CA, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated May 12, 2026.

- CRD: 135984
- Filed as: FILICE RETIREMENT SERVICES
- Legal name: Jensen Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135984
- AdvisorCensus page: https://advisorcensus.com/firm/filice-retirement-services-san-jose-ca-135984

## Quick answers

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

**Where is Filice Retirement Services located?**
Filice Retirement Services' principal office is in San Jose, CA, according to its Form ADV.

**Is Filice Retirement Services registered with the SEC or a state?**
Filice Retirement Services is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 135984.

**Does Filice Retirement Services 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/135984

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Filice Retirement Services (CRD 135984): Form ADV filing data as of October 2026.