A complete list of active advisors currently associated with Retirement Investment Advisors Inc.

Warmer can help you find a great advisor at Retirement Investment Advisors Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Retirement Investment Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Billes	Corona, CA	15

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