Lamb Retirement Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lamb Retirement Solutions primarily serves individual clients, managing approximately $3.07 million for about 42 accounts and offering ongoing portfolio management, financial planning and consulting, and access to insurance products. The firm provides asset management on a non‑discretionary basis and prepares comprehensive financial plans addressing retirement strategy, tax considerations, risk management, and estate preservation.
The firm builds client investment programs using a mix of fundamental and technical analysis and tailors asset allocation, investment selection, and monitoring to each client's goals, time horizon, and risk tolerance; it obtains client approval before executing transactions. Accounts are reviewed at least quarterly and financial plans are typically completed within 30 days once required information is provided, and the firm does not impose an account minimum.
Noteworthy differences from many peers include that the firm’s assets are managed entirely on a non‑discretionary basis and the firm’s owner is a licensed insurance agent registered with the New York State Department of Financial Services who discloses receiving commissions for insurance sales. The owner also holds CFP and EA credentials, serves part‑time as a U.S. Army property book officer, and the firm offers an American Funds mutual‑fund platform option—items the brochure discloses as potential sources of conflicts of interest.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001 - $7,500,000: 0.40% annually $7,500,001 - $10,000,000: 0.30% annually $10,000,001 - $20,000,000: 0.20% annually $20,000,001+: 0.10% annually
Fee-only: Fixed fees between $2,500 and $5,000 for financial planning services
Main office
Elizabethtown NY
Advisors at this office
1
Most active in
California · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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