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 is an independent, single-advisor firm that serves individuals and high‑net‑worth clients with ongoing portfolio management and financial planning. The firm provides investment supervisory services through the SEI Asset Management Program and also offers fixed‑fee or hourly financial planning engagements.
The firm generally manages client accounts on a non‑discretionary basis, determining investment objectives and model allocations with clients and obtaining client approval before executing transactions. It focuses its managed strategies on mutual funds and ETFs within SEI’s model portfolios, with periodic automatic rebalancing and quarterly monitoring of accounts.
Noteworthy aspects include that virtually all assets are managed non‑discretionarily rather than under discretionary authority, an arrangement that is uncommon among peers and means clients retain trade approval. The firm also requires participation on SEI’s platform (including use of SEI’s affiliated broker‑dealer and custodian), does not aggregate trades across client accounts, and operates as a solo CFP® practitioner with a long tenure in retirement planning.
Client services
Expertise
Fee options
Flat fee consulting between $1,500 and $5,000; fixed financial planning fees between $500 and $5,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$250 to $500 per hour with a one hour minimum
Account minimum: $250,000 (may be waived) Fee-only: Financial planning fixed fees between $500 and $5,000; hourly consulting fees $250 to $500 per hour with one hour minimum; flat fees $1,500 to $5,000
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:
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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
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