Retirement Income and Inheritance Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Income and Inheritance Advisors, LLC serves individual clients, including high‑net‑worth individuals, as well as institutional clients such as pension and profit‑sharing plans and business entities. The firm offers ongoing investment supervision and financial planning maintenance, one‑time financial planning, and pension consulting services.
The firm builds client‑specific plans based on goals, income, time horizon and risk tolerance and uses a combination of charting, fundamental, technical and cyclical analysis to inform investment decisions. Rather than using percentage‑of‑assets fees common among peers, the firm bills via flat quarterly, fixed project, and hourly arrangements and performs at least quarterly account reviews while not exercising trading discretion.
Notable distinctions include the principal’s licensure as an insurance agent and the occasional recommendation or sale of commissionable insurance and annuity products, a relationship the brochure discloses as a potential conflict of interest. The brochure also indicates the firm does not take custody of client assets, may refer clients to third‑party managers, and reported $0 in assets under management as of 12/31/2016, a combination that differs from many independent advisory firms.
Client services
Expertise
Fee options
Fixed fees for one-time financial planning services range between $225 and $10,000, with a maximum initial retainer of $500.
Base hourly fee for financial planning services is $225 per hour, billed in half-hour increments of $112.50.
Investment Supervision and Financial Planning Maintenance Services fees start at $225 per quarter, billed quarterly in advance.
Minimum fee: Investment Supervision and Financial Planning Maintenance Services fees start at $225 per quarter. Fee-only: Fixed fees for financial planning range from $225 to $10,000; Hourly fees are $225 per hour, billed in half-hour increments of $112.50.
Main office
10446 N 74th St, Ste 220
Scottsdale AZ 85258-1023
Advisors at this office
1
Most active in
Arizona
Also doing business as
Name 805 · Retirement Income And Inheritance Advisors, LLC
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
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