# R & R Retirement Services, Inc

> R & R Retirement Services, Inc is a state-registered investment advisory firm in Seattle, WA, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 118776
- Filed as: R & R RETIREMENT SERVICES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118776
- AdvisorCensus page: https://advisorcensus.com/firm/r-and-r-retirement-services-inc-seattle-wa-118776

## Quick answers

**How is R & R Retirement Services, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), R & R Retirement Services, Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is R & R Retirement Services, Inc located?**
R & R Retirement Services, Inc's principal office is in Seattle, WA, according to its Form ADV.

**Is R & R Retirement Services, Inc registered with the SEC or a state?**
R & R Retirement Services, Inc is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 118776.

**How much does R & R Retirement Services, Inc manage?**
R & R Retirement Services, Inc reports $10,685,677 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does R & R Retirement Services, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Does R & R Retirement Services, Inc report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118776

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,685,677
- Discretionary: $10,685,677
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $10,132,122 |
| High net worth individuals | Fewer than 5 | $553,555 |

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

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118776

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R & R Retirement Services, Inc (CRD 118776): Form ADV filing data as of October 2026.