Asset Solutions, Inc. logo

Asset Solutions, Inc.

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Client assets under management

$97,674,545

Clients

300

7% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

150

Very High

Average account size

$325,582

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting General tax planning Life insurance needs analysis General retirement planning

Occupation focus

Executive Government Employee Founder/Business Owner

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Fee options

Percentage

$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%

Commissions

Advisory representatives are dually registered and may receive commissions for securities and insurance products through Gĕneos Wealth Management, Inc.

Project-based

Hourly fees up to $150 per hour; $75 per hour for computer and administrative work

Other

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 location

Asset Solutions, Inc.

8441 West Bowles Avenue, Suite 225

Littleton CO 80123, United States

Number of offices

1

Most active in

Colorado · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Cash flow / budgeting General tax planning Life insurance needs analysis General retirement planning Executive Government Employee Founder/Business Owner
user avatar

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.

Cash flow / budgeting General tax planning Life insurance needs analysis General retirement planning Executive Government Employee Founder/Business Owner
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