Asset Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Asset Solutions serves individual and high‑net‑worth households, providing integrated financial planning, discretionary asset management, and implementation of third‑party mutual fund and ETF model strategies. The firm also offers trust services through a third‑party trust provider and conducts seminars and speaking engagements, including employer‑sponsored sessions for federal government employees.
The firm’s investment process begins with a fact‑finder and risk‑profile questionnaire to develop personalized accumulation or withdrawal strategies and target asset allocations. Portfolios are implemented primarily with no‑load mutual funds and SEI model portfolios, managed on a discretionary basis with periodic rebalancing and quarterly reporting.
Distinctive features include the firm’s regular delivery of seminars tailored to federal agency employees, a service reported by only a minority of peers, and its integration of SEI’s model and trust services into its advisory offering. The firm also combines in‑house discretionary management with third‑party model administration and custodial relationships to support implementation and client servicing.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 1.25% $100,001 - $200,001: 1.15% $200,001 - $300,000: 1.05% $300,001 - $400,000: 0.95% $400,001 - $500,000: 0.85% $500,001 - $600,000: 0.75% $600,001 - $700,000: 0.65% $700,001 - $800,000: 0.55% $800,001+: 0.45%
Advisory representatives are dually registered and may receive commissions for securities and insurance products through Gĕneos Wealth Management, Inc.
Hourly fees up to $150 per hour; $75 per hour for computer and administrative work
Minimum fee: Fixed fee ranges from $250 to $750 for planning services Fee-only: Financial planning fees are negotiable; fixed fees from $250 to $750; hourly fees $75 to $150 per hour
Main office
8441 West Bowles Ave, Susite #225
Littleton CO 80123
Advisors at this office
2
Most active in
Colorado · Florida · Texas
Also doing business as
Asset Solutions · Asset Solutions, Inc. · Richey, Mark A. · Richey, Mark Alvin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Tyler R
CFP®, Series 66
Littleton, CO
Asset Solutions, Inc.
Tyler Richey is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is affiliated with Asset Solutions, Inc., where he works as part of a four-advisor team based in Littleton, CO. Prior to and concurrently, he has been associated with Geneos Wealth Management since 2007. Asset Solutions, Inc. manages approximately $89 million for around 285 clients, serving individuals, including high-net-worth clients, trusts, and estates. The firm focuses on financial planning and asset management using a combination of fundamental and technical analysis, and it is known for its seminar practice addressing pre-retirement planning and benefits selection for federal government employee groups.
Mark R
CFP®, Series 63
Littleton, CO
Asset Solutions, Inc.
Mark Richey is a CFP® with 42 years of industry experience, currently serving at Asset Solutions, Inc. since 1998 and also associated with Geneos Wealth Management, Inc. since 2007. He conducts educational classes for federal government agency members on civil service, retirement, and insurance benefits, incorporating financial planning elements such as cash flow and estate calculations. Asset Solutions, Inc. is a four-advisor team managing approximately $89 million for about 285 clients, including individuals, trusts, and estates. The firm provides financial planning and asset management services using mutual funds and model portfolios tailored to client risk profiles, and it is known for its seminar offerings focused on federal government employee groups.
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