Retirement Income Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Income Strategies, LLC provides investment advisory and financial planning services primarily to individual clients and also serves pension/profit-sharing plans and charitable organizations. The firm offers portfolio management on both wrap-fee and non-wrap bases and provides separate financial planning and consulting engagements.
Advisory services are typically delivered on a discretionary basis using fundamental security analysis and allocation models across equities, bonds, mutual funds, ETFs, interval funds and direct participation programs. The firm works through custodians such as Fidelity and Schwab and combines ongoing asset management with standalone financial planning engagements billed hourly or as fixed fees.
Noteworthy features disclosed in the brochure include an affiliation with a state-licensed insurance agency and advisory personnel who are separately licensed to sell insurance and act as registered representatives, arrangements the firm discloses as potential conflicts of interest. The firm also sponsors and recommends wrap-fee programs and manages a multi-million-dollar asset base with a relatively small advisory team, characteristics that are less common among similarly categorized supported firms.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fee range from $1,500 to $10,000
$0 - $250,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.125% $2,000,001+: 1.00%
Financial Planning hourly rate of $350/hour
Account minimum: $500,000 Fee-only: Advisory fees based on tiered percentage of assets under management, paid monthly in arrears; Financial Planning fees either $350/hour or fixed fee $1,500-$10,000
Main office
7 East Main Street, Suite 6
Evansville WI 53536
Advisors at this office
1
Most active in
Florida · Illinois · West Virginia · Wisconsin
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")