A complete list of active advisors currently associated with Bill Losey Retirement Solutions, LLC

Warmer can help you find a great advisor at Bill Losey Retirement Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bill Losey Retirement Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
William Losey III	The Villages, FL	6

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