Retirement Evolutions Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$89,186,200
Clients
517
Advisors
3
of 5 employees
About
Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high‑net‑worth clients, managing about $89.6 million for roughly 517 clients and generally maintaining a $250,000 account minimum that may be waived. The firm prepares client‑specific Investment Policy Statements and offers discretionary portfolio management across mutual funds, equities, bonds, ETFs and related securities.
Its investment process combines fundamental, technical, charting and cyclical analysis and employs both long‑term and short‑term trading strategies, with portfolio reviews conducted at least quarterly. The firm typically operates with written discretionary authority, uses designated custodians for execution and reporting, and may direct clients to third‑party advisers when appropriate.
Notably, the firm is affiliated with an insurance business and its representatives are licensed to offer insurance products, which can result in commissionable sales that the brochure identifies as a potential conflict of interest. The brochure also discloses that Retirement Evolutions may receive fee‑shares from third‑party advisers it recommends and recently formalized its Selection of Other Advisers service, a practice that is less common among its peers.
Client services
Expertise
Fee options
Fixed fees between $500 and $2,500 for financial planning services
$1 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Above $1,000,000+: 1.00%
$175 per hour for financial planning services
Account minimum: $250,000 Fee-only: Hourly fee of $175; Fixed fees between $500 and $2,500 for financial planning services
Main office
4578 N First Av. Suite 120
Tucson AZ 85718
Advisors at this office
3
Most active in
Arizona
Also doing business as
16 Ria · Retirement Evolution Wealth Management · Retirement Evolution's Wealth Management · Retirement Evolutions Wealth Management · Retirement Evolutions Wealth Management LLC · Retirement Navigators · Retirement Navigators Investment Advisory Group LLC. · Retirement Navigators Investment Advisory Group, LLC · Retirement Navigators Wealth Management
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.
Forms ADV
Quick links
Advisors at this firm
Jeremy N
Series 65
Tucson, AZ
Retirement Evolutions Wealth Management LLC
Jeremy Neis is a financial advisor at Retirement Evolutions Wealth Management LLC in Tucson, AZ, with nine years of industry experience. He holds a Series 65 designation and has been associated with Retirement Evolutions Wealth Management since 2014. Outside of advisory work, he serves as a project manager for KT Construction LLC, a custom home development company. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm manages approximately $89.6 million across about 517 accounts and employs a combination of fundamental, technical, charting, and cyclical analysis within both long-term and short-term trading strategies.
Karina M
Series 66
Tucson, AZ
Retirement Evolutions Wealth Management LLC
Karina Maher Viles is a financial advisor at Retirement Evolutions Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Retirement Evolutions, she worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. She was also affiliated with Krisway Inc for 18 years. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients, managing approximately $89.6 million across about 517 accounts. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment process and offers discretionary portfolio management with at least quarterly reviews.
Jon M
Series 65
Tucson, AZ
Retirement Evolutions Wealth Management LLC
Jon Magoch is a financial advisor at Retirement Evolutions Wealth Management LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Retirement Navigators Wealth Management and Retirement Navigators Insurance Services since 2006 and 2008, respectively. Magoch is also a principal of JKM Motivational Inc. Retirement Evolutions Wealth Management LLC provides investment supervisory services and financial planning to individual and high-net-worth clients. The firm manages approximately $89.6 million and employs a combination of fundamental, technical, charting, and cyclical analysis in both long-term and short-term trading strategies.
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