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THE RETIREMENT SOLUTION LLC
CRD 148106File 801-113783
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$699.4M
Above cohort median (national)
Discretionary AUM
$449.2M
Non-discretionary $250.3M
Clients
824
3,164 accounts
Employees
35
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 1, 2018
- Principal office
- 18300 REDMOND WAY, SUITE 250, REDMOND, WA, 98052
- Phone
- 425-558-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $699.4M
- Discretionary AUM
- $449.2M
- Non-discretionary AUM
- $250.3M
- Discretionary accounts
- 1,988
- Non-discretionary accounts
- 1,176
- Total accounts
- 3,164
- AUM per client
- $849K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $41K |
| High net worth individuals | 324 | $407.2M |
| Individuals (other than high net worth individuals) | 499 | $292.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.