# Retirement Solutions Investments, Inc.

> Retirement Solutions Investments, Inc. is a state-registered investment advisory firm in Provo, UT, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 171199
- Filed as: RETIREMENT SOLUTIONS INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Provo, UT
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171199
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-solutions-investments-inc-provo-ut-171199

## Quick answers

**How is Retirement Solutions Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Solutions Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Retirement Solutions Investments, Inc. registered with the SEC or a state?**
Retirement Solutions Investments, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171199.

**How much does Retirement Solutions Investments, Inc. manage?**
Retirement Solutions Investments, Inc. reports $57,800,000 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does Retirement Solutions Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (68).

**Does Retirement Solutions Investments, Inc. 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/171199

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $57,800,000
- Discretionary: $57,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $24,400,000 |
| High net worth individuals | 68 | $33,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [retirementareyouready.com](https://retirementareyouready.com)
- [rsutah.com](https://rsutah.com)
- Facebook @RETIREMENTSOLUTIONSUTAH
- Instagram @retirement_solutions
- LinkedIn @retirement-solutions

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Solutions Investments, Inc. (CRD 171199): Form ADV filing data as of October 2026.