# Preferred Retirement Options, Inc

> Preferred Retirement Options, Inc is a state-registered investment advisory firm in Ammon, ID, registered since 1998, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 116172
- Filed as: PREFERRED RETIREMENT OPTIONS, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ammon, ID
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116172
- AdvisorCensus page: https://advisorcensus.com/firm/preferred-retirement-options-inc-ammon-id-116172

## Quick answers

**How is Preferred Retirement Options, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Preferred Retirement Options, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Preferred Retirement Options, Inc located?**
Preferred Retirement Options, Inc's principal office is in Ammon, ID, according to its Form ADV.

**Is Preferred Retirement Options, Inc registered with the SEC or a state?**
Preferred Retirement Options, Inc is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 116172.

**How much does Preferred Retirement Options, Inc manage?**
Preferred Retirement Options, Inc reports $0 in regulatory assets under management in its Form ADV filing dated January 23, 2026.

**What types of clients does Preferred Retirement Options, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (480).

**Does Preferred Retirement Options, Inc 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/116172

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 480 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1998 (28 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, ID, NV, UT, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- proinvestmentcoach.com
- Facebook @IdahoFallsInvestmentAdvisor
- LinkedIn @2423472

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Preferred Retirement Options, Inc (CRD 116172): Form ADV filing data as of October 2026.