{
  "crd_number": 148106,
  "slug": "the-retirement-solution-llc-redmond-wa-148106",
  "primary_business_name": "THE RETIREMENT SOLUTION LLC",
  "legal_name": "THE RETIREMENT SOLUTION LLC",
  "dbas": [],
  "city": "Redmond",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-08-01",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 699428544.0,
  "raum_discretionary": 449167701.0,
  "raum_non_discretionary": 250260843.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 35,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 292210673.0,
      "count": 499
    },
    "high_net_worth_individuals": {
      "raum": 407177114.0,
      "count": 324
    },
    "corporations_other_businesses": {
      "raum": 40757.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "ID",
    "IN",
    "KS",
    "MD",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://bbb.org/us/wa/redmond/profile/retirement-planning-services/the-retirement-solution-llc-1296-22610219",
    "https://facebook.com/THERETIREMENTSOLUTION",
    "https://instagram.com/theretirementsolution",
    "https://linkedin.com/company/the-retirement-solution",
    "https://open.spotify.com/show/0CDiWhAVjPHIl0y0pXHjo2",
    "https://theretirementsolution.com",
    "https://trs.yourretirementuniversity.com",
    "https://vimeo.com/theretirementsolution",
    "https://youtube.com/channel/UCB5nhye14QduzXp8ncbdcwQ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148106",
  "city_as_filed": "REDMOND",
  "url": "https://advisorcensus.com/firm/the-retirement-solution-llc-redmond-wa-148106",
  "display_name": "The Retirement Solution LLC",
  "summary": "The Retirement Solution LLC is an SEC-registered investment advisory firm in Redmond, WA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. The Retirement Solution LLC (CRD 148106): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is The Retirement Solution LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Retirement Solution LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is The Retirement Solution LLC located?",
      "a": "The Retirement Solution LLC's principal office is in Redmond, WA, according to its Form ADV; the June 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Retirement Solution LLC registered with the SEC or a state?",
      "a": "The Retirement Solution LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 148106."
    },
    {
      "q": "How much does The Retirement Solution LLC manage?",
      "a": "The Retirement Solution LLC reports $699,428,544 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (64% discretionary)."
    },
    {
      "q": "How have The Retirement Solution LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Retirement Solution LLC: Regulatory assets under management: $262,666,943 in the October 2021 data and $699,428,544 in the October 2026 data, up 166%. Total employees: 27 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Retirement Solution LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (499); high net worth individuals (324); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does The Retirement Solution LLC use?",
      "a": "The Retirement Solution LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Retirement Solution 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/148106"
    },
    {
      "q": "Does The Retirement Solution LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 15, 2026 says: \"TRS does not currently impose a minimum account size to open or maintain an account.\""
    },
    {
      "q": "What changed in The Retirement Solution LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $573,254,942 to $699,428,544 (+22%). Added an office in Mt. Vernon, WA. Registered or notice-filed in AL, GA, HI, IN, KS, MD, MO, NJ, NM, NV, OH, PA, SC, SD, TN, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 262666943.0,
      "total_employees": 27,
      "filing_date": "2021-08-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 466087270.0,
      "total_employees": 30,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 396991785.0,
      "total_employees": 34,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 475260153.0,
      "total_employees": 31,
      "filing_date": "2024-06-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 573254942.0,
      "total_employees": 33,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 699428544.0,
      "total_employees": 35,
      "filing_date": "2026-05-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $573,254,942 to $699,428,544 (+22%).",
        "Added an office in Mt. Vernon, WA.",
        "Registered or notice-filed in AL, GA, HI, IN, KS, MD, MO, NJ, NM, NV, OH, PA, SC, SD, TN, VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 15, 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": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TRS does not currently impose a minimum account size to open or maintain an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "TRS does not currently impose a minimum account size to open or maintain an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/the-retirement-solution-llc-redmond-wa-148106.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 499,
      "fewer_than_5": false,
      "raum": 292210673.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 324,
      "fewer_than_5": false,
      "raum": 407177114.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 40757.0
    }
  ],
  "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/148106",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}