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FISHER\SMB
Legal name: FISHER RETIREMENT SOLUTIONS LLC
CRD 331205File 801-130272
APPROVED
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.85B
Top 25% of cohort (national)
Discretionary AUM
$6.85B
Clients
1,848
1,848 accounts
Employees
159
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 31, 2024
- Principal office
- 4100 INTERNATIONAL PARKWAY, SUITE 2000, CARROLLTON, TX, 75007
- Phone
- 888-674-4504
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.85B
- Discretionary AUM
- $6.85B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,848
- Non-discretionary accounts
- 0
- Total accounts
- 1,848
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 1,839 | $6.75B |
| State or municipal government entities | 9 | $96.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- 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 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.