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THE RETIREMENT SOLUTION LLC

REDMOND, WA · CRD 148106 · IAPD ↗ · 425-558-3700

$699.4MRegulatory AUM
15Advisory reps
35Employees
108Clients
More than 500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — THE RETIREMENT SOLUTION LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — THE RETIREMENT SOLUTION LLC notice-filed in AL, GA, HI, IN, KS, MD, MO, NJ, NM, NV, OH, PA, SC, SD, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — THE RETIREMENT SOLUTION LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — THE RETIREMENT SOLUTION LLC now reports custody of client assets ($262.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — THE RETIREMENT SOLUTION LLC crossed $500M in regulatory AUM ($475.3M -> $573.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
December 2024 — THE RETIREMENT SOLUTION LLC changed its website from bbb.org to vimeo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
December 2024 — THE RETIREMENT SOLUTION LLC moved its main office from REDMOND, OH to REDMOND, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
November 2024 — THE RETIREMENT SOLUTION LLC moved its main office from REDMOND, WA to REDMOND, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
April 2024 — THE RETIREMENT SOLUTION LLC changed its website from yourretirementsolution.podbean.com to bbb.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — THE RETIREMENT SOLUTION LLC shrank from 18 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.