{
  "crd_number": 297379,
  "slug": "retirement-researcher-llc-tysons-va-297379",
  "primary_business_name": "RETIREMENT RESEARCHER, LLC",
  "legal_name": "RETIREMENT RESEARCHER, LLC",
  "dbas": [],
  "city": "Tysons",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-17",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "periodicals_newsletters",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://academy.retirementresearcher.com",
    "https://facebook.com/RetirementResearcher",
    "https://facebook.com/groups/1657009167711006",
    "https://facebook.com/groups/DesigningYourPortfolioDistributionStrategy",
    "https://facebook.com/groups/RetirementResearcherBasecamp",
    "https://instagram.com/retirementresearcher",
    "https://linkedin.com/company/retirement-researcher",
    "https://m.facebook.com/groups/1657009167711006",
    "https://m.youtube.com/channel/UCV558s6ev7DAnT6zw5VhcAQ",
    "https://retirementresearcher.com",
    "https://tiktok.com/@retirementresearcher",
    "https://twitter.com/Rtrmnt_Rsrchr",
    "https://wadepfau.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297379",
  "city_as_filed": "TYSONS",
  "url": "https://advisorcensus.com/firm/retirement-researcher-llc-tysons-va-297379",
  "display_name": "Retirement Researcher, LLC",
  "summary": "Retirement Researcher, LLC is an SEC-registered investment advisory firm in Tysons, VA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Retirement Researcher, LLC (CRD 297379): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Retirement Researcher, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Retirement Researcher, LLC reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Retirement Researcher, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $200 to $1,000 an hour (Limited Consulting); Subscription: $899 a year (Membership Academy); Subscription: $99 a month (Membership Academy). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Retirement Researcher, LLC located?",
      "a": "Retirement Researcher, LLC's principal office is in Tysons, VA, according to its Form ADV."
    },
    {
      "q": "Is Retirement Researcher, LLC registered with the SEC or a state?",
      "a": "Retirement Researcher, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297379."
    },
    {
      "q": "How have Retirement Researcher, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Retirement Researcher, LLC: Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Retirement Researcher, LLC report any disciplinary disclosures?",
      "a": "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/297379"
    },
    {
      "q": "Does Retirement Researcher, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 says: \"The Firm has no minimum account size requirements for opening or maintaining an account.\""
    },
    {
      "q": "What changed in Retirement Researcher, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Registered or notice-filed in KY, UT."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2022-04-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in KY, UT."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AK, ID, KS, KY, MT, UT, VT."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in DE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $1,000 an hour (Limited Consulting)",
      "Subscription: $899 a year (Membership Academy)",
      "Subscription: $99 a month (Membership Academy)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Firm has no minimum account size requirements for opening or maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $1,000 an hour (Limited Consulting)"
        ],
        "quotes": [
          "The Firm's Limited Consulting service is subject to an hourly fee, ranging from $ 200 to $1,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $899 a year (Membership Academy)"
        ],
        "quotes": [
          "Annual subscription fees generally start at $899 per year or $99 per month, with the specific fee to be determined based on the overall scope of services to be provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $99 a month (Membership Academy)"
        ],
        "quotes": [
          "Annual subscription fees generally start at $899 per year or $99 per month, with the specific fee to be determined based on the overall scope of services to be provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 1000.0,
          "period": "hour",
          "service": "Limited Consulting"
        },
        {
          "kind": "subscription",
          "amount": 899.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Membership Academy"
        },
        {
          "kind": "subscription",
          "amount": 99.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Membership Academy"
        }
      ]
    },
    "quotes": [
      "The Firm has no minimum account size requirements for opening or maintaining an account.",
      "The Firm's Limited Consulting service is subject to an hourly fee, ranging from $ 200 to $1,000.",
      "Annual subscription fees generally start at $899 per year or $99 per month, with the specific fee to be determined based on the overall scope of services to be provided.",
      "Annual subscription fees generally start at $899 per year or $99 per month, with the specific fee to be determined based on the overall scope of services to be provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/retirement-researcher-llc-tysons-va-297379.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297379",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}