# Retirement Advice LLC

> Retirement Advice LLC is a state-registered investment advisory firm in Provo, UT, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 325031
- Filed as: RETIREMENT ADVICE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Provo, UT
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325031
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-advice-llc-provo-ut-325031

## Quick answers

**How is Retirement Advice LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Advice LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Retirement Advice LLC located?**
Retirement Advice LLC's principal office is in Provo, UT, according to its Form ADV.

**Is Retirement Advice LLC registered with the SEC or a state?**
Retirement Advice LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325031.

**How much does Retirement Advice LLC manage?**
Retirement Advice LLC reports $25,525,382 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Retirement Advice LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (30).

**Does Retirement Advice 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/325031

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,525,382
- Discretionary: $25,525,382
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $7,143,826 |
| High net worth individuals | 30 | $18,381,556 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- earlyretirementadvice.com
- LinkedIn @markpwhitaker
- YouTube @earlyretirementadvisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Advice LLC (CRD 325031): Form ADV filing data as of October 2026.