Bill Losey Retirement Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bill Losey Retirement Solutions, LLC provides investment supervisory services and financial planning to individuals and high‑net‑worth clients. The firm implements portfolios primarily through the SEI Asset Management Program and limits its investment recommendations to mutual funds and exchange‑traded funds.
The firm operates predominantly on a non‑discretionary basis, discussing proposed trades with clients and relying on a written Investment Policy Statement to tailor asset allocation and risk tolerance. Portfolios are monitored and rebalanced according to SEI model allocations on a quarterly basis, and financial planning is offered on fixed‑fee, flat‑fee, or hourly terms.
What is distinctive about the firm is that most assets are managed non‑discretionarily, a model that is less common among independent advisers and leaves trade authority with clients. The firm also requires participation in SEI’s program and custody (including use of SEI Investment Distribution Co. for trade placement), receives consolidated reporting from the custodian, and does not aggregate or block trades across multiple client accounts.
Client services
Expertise
Fee options
$1,500 to $5,000 for financial planning consulting
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 to $500 per hour with a one hour minimum
Account minimum: $250,000 (may be waived)
Main office
The Villages FL
Advisors at this office
1
Most active in
Florida · New York
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)