# Retirement Strategy Advisors LLC

> Retirement Strategy Advisors LLC is a state-registered investment advisory firm in Bend, OR, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 341145
- Filed as: RETIREMENT STRATEGY ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341145
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-strategy-advisors-llc-bend-or-341145

## Quick answers

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

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

**Is Retirement Strategy Advisors LLC registered with the SEC or a state?**
Retirement Strategy Advisors LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341145.

**How much does Retirement Strategy Advisors LLC manage?**
Retirement Strategy Advisors LLC reports $150,000,000 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (0% discretionary).

**What types of clients does Retirement Strategy Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Retirement Strategy 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/341145

## 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: $150,000,000
- Discretionary: $0
- Non-discretionary: $150,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $150,000,000 |

### Advisory services (Item 5.G)
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retirementstrategy.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Strategy Advisors LLC (CRD 341145): Form ADV filing data as of October 2026.