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ADVANCED RETIREMENT SOLUTIONS, LLC
CRD 288022File 801-126168
APPROVED
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$271.9M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $271.9M
Clients
50
50 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 22, 2022
- Principal office
- Not reported
- Phone
- 408-691-1115
- Website
- HTTP://WWW.ARSADVISOR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $271.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 50
- Total accounts
- 50
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 50 | $271.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEES FOR PENSION CONSULTING SERVICES
Advisory activities
- Portfolio management for other
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 41 | 50 | increased by9 |
| Mar 1, 2026 | AUM | $241,006,151 | $271,876,350 | increased by$30,870,199 |
| Mar 1, 2026 | Accounts | 41 | 50 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $156,702,724 | $241,006,151 | increased by$84,303,427 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVANCED RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVANCED RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.