# The Retirement Solution LLC

> 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.

- CRD: 148106
- Filed as: THE RETIREMENT SOLUTION LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Redmond, WA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148106
- AdvisorCensus page: https://advisorcensus.com/firm/the-retirement-solution-llc-redmond-wa-148106

## Quick answers

**How is The Retirement Solution LLC compensated?**
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).

**Where is The Retirement Solution LLC located?**
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).

**Is The Retirement Solution LLC registered with the SEC or a state?**
The Retirement Solution LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 148106.

**How much does The Retirement Solution LLC manage?**
The Retirement Solution LLC reports $699,428,544 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (64% discretionary).

**How have The Retirement Solution LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Retirement Solution LLC serve?**
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).

**Which custodians does The Retirement Solution LLC use?**
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.

**Does The Retirement Solution LLC report any disciplinary disclosures?**
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

**Does The Retirement Solution LLC state an account minimum?**
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."

**What changed in The Retirement Solution LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 15, 2026)

- Account minimum: None

> TRS does not currently impose a minimum account size to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $699,428,544
- Discretionary: $449,167,701
- Non-discretionary: $250,260,843

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 499 | $292,210,673 |
| High net worth individuals | 324 | $407,177,114 |
| Corporations or other businesses not listed above | 1 | $40,757 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 35 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Englewood, CO
- Kennewick, WA
- Mill Creek, WA
- Mt. Vernon, WA

### Websites listed on Form ADV (Item 1.I)
- bbb.org/us/wa/redmond/profile/retirement-planning-services/the-retirement-solution-llc-1296-22610219
- open.spotify.com/show/0CDiWhAVjPHIl0y0pXHjo2
- theretirementsolution.com
- trs.yourretirementuniversity.com
- vimeo.com/theretirementsolution
- Facebook @THERETIREMENTSOLUTION
- Instagram @theretirementsolution
- LinkedIn @the-retirement-solution
- YouTube @UCB5nhye14QduzXp8ncbdcwQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $262,666,943 | 27 | August 10, 2021 |
| October 2022 | $466,087,270 | 30 | September 30, 2022 |
| October 2023 | $396,991,785 | 34 | July 12, 2023 |
| October 2024 | $475,260,153 | 31 | June 25, 2024 |
| October 2025 | $573,254,942 | 33 | March 28, 2025 |
| October 2026 | $699,428,544 | 35 | May 15, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Retirement Solution LLC (CRD 148106): Form ADV filing data as of October 2026.