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RETIREMENT STRATEGIES, LTD.
CRD 163701File 801-112738
APPROVED
Retail clients
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$272.7M
Below cohort median (national)
Discretionary AUM
$266.0M
Non-discretionary $6.7M
Clients
419
1,003 accounts
Employees
10
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 2018
- Principal office
- 5060 PARKCENTER AVE., SUITE A, DUBLIN, OH, 43017
- Phone
- 614-799-8668
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $272.7M
- Discretionary AUM
- $266.0M
- Non-discretionary AUM
- $6.7M
- Discretionary accounts
- 997
- Non-discretionary accounts
- 6
- Total accounts
- 1,003
- AUM per client
- $651K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $3.9M |
| Charitable organizations | Fewer than 5 | $839K |
| High net worth individuals | 75 | $146.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.1M |
| Individuals (other than high net worth individuals) | 337 | $118.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11
- Q11D2
- Q11D5
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.