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 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.

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.