# Retirement Income and Inheritance Advisors, LLC

> Retirement Income and Inheritance Advisors, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated February 26, 2026.

- CRD: 149560
- Filed as: RETIREMENT INCOME AND INHERITANCE ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149560
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-income-and-inheritance-advisors-llc-scottsdale-az-149560

## Quick answers

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

**Where is Retirement Income and Inheritance Advisors, LLC located?**
Retirement Income and Inheritance Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Retirement Income and Inheritance Advisors, LLC registered with the SEC or a state?**
Retirement Income and Inheritance Advisors, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149560.

**What types of clients does Retirement Income and Inheritance Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100).

**Does Retirement Income and Inheritance 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149560

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | 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
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [1nowebsite](https://1nowebsite)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Income and Inheritance Advisors, LLC (CRD 149560): Form ADV filing data as of October 2026.