# Retirement Advisors, LLC

> Retirement Advisors, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 147701
- Filed as: RETIREMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147701
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-advisors-llc-dallas-tx-147701

## Quick answers

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

**How much does Retirement Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $1,000,000: 0.9% a year; Above $1,000,001: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Retirement Advisors, LLC located?**
Retirement Advisors, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Retirement Advisors, LLC registered with the SEC or a state?**
Retirement Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147701.

**How much does Retirement Advisors, LLC manage?**
Retirement Advisors, LLC reports $186,410,830 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**How have Retirement Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Retirement Advisors, LLC: Regulatory assets under management: $353,674,764 in the October 2021 data and $186,410,830 in the October 2026 data, down 47%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Retirement Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (19); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Does Retirement Advisors, LLC report any disciplinary disclosures?**
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/147701

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Up to $1,000,000: 0.9% a year
- Above $1,000,001: 0.7% a year

> Retirement Advisors’ fee schedule is as follows: Assets Under Management Annualized Fee $0 - $1,000,000 0.90% $1,000,001 – up 0.70%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $186,410,830
- Discretionary: $0
- Non-discretionary: $186,410,830

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $10,774,812 |
| High net worth individuals | 19 | $25,141,229 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $150,494,789 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirementadvisorsllc.com
- Facebook facebook.com
- Instagram @retirementadvisorsllc
- LinkedIn @3803713

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $353,674,764 | 2 | February 23, 2021 |
| October 2022 | $181,308,155 | 2 | June 9, 2022 |
| October 2023 | $146,592,725 | 2 | February 23, 2023 |
| October 2024 | $156,284,560 | 2 | February 27, 2024 |
| October 2025 | $174,611,839 | 3 | February 28, 2025 |
| October 2026 | $186,410,830 | 3 | March 26, 2026 |

Regulatory assets under management: $353,674,764 in the October 2021 data and $186,410,830 in the October 2026 data, down 47%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Advisors, LLC (CRD 147701): Form ADV filing data as of October 2026.