Retirement Investment Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Investment Advisors Inc. is a small, independent advisory firm that serves individuals (including high-net-worth clients) and business entities with financial planning and advisory services. The firm offers educational seminars and workshops to the public at no charge in addition to its client advisory activities.
Rather than directly managing client portfolios, the firm refers clients to third-party money managers, helps with onboarding and paperwork, and monitors those managers’ performance and reporting on an ongoing basis. Clients receive custodial account statements and TPM-generated reports, while the firm is compensated through referral and revenue-sharing arrangements with those TPMs.
The firm’s brochure discloses a historical regulatory matter involving the principal (a 1979 no-contest plea to a felony possession-with-intent charge) and details that the principal operates an affiliated insurance practice, spending roughly half of his time on insurance activities and receiving commission-based compensation for insurance sales. The brochure also discloses revenue arrangements with third-party managers (including an incentive participation tied to AUM thresholds) and describes procedures intended to address the resulting conflicts of interest.
Client services
Expertise
Fee options
Client Directed Accounts charged a flat $300 fee
All Assets+: 2.15% All Assets+: 2.00% All Assets+: 1.85% All Assets+: 1.70% All Assets+: 1.80% All Assets+: 1.70% All Assets+: 1.50% All Assets+: 1.00%
Commission-based compensation from insurance sales via licensed insurance agent activities
Main office
4740 Green River Road, Suite 201
Corona CA 92878
Advisors at this office
1
Most active in
Arizona · California · Michigan · 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.
Forms ADV
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