Retirement Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,752,951
Clients
58
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$116,430
About
Retirement Strategies provides investment advisory and portfolio management to individuals, high‑net‑worth clients, and small businesses, and also offers project‑based and hourly financial planning and consulting on topics such as retirement planning, estate planning, college savings, and business planning. The firm reports managing roughly $6.75 million across discretionary and non‑discretionary accounts for about 58 clients.
The firm’s investment process combines quantitative, fundamental, technical, cyclical, and economic analysis to inform both long‑ and short‑term trading and strategic asset allocation, and typically implements strategies under discretionary authority with ongoing performance and exposure reviews. Retirement Strategies assists clients in establishing custodial accounts (recommending Charles Schwab as a primary custodian) and conducts suitability reviews and annual account evaluations.
Distinctive features disclosed in the brochure include the practice of directing some clients to third‑party advisers with fee‑sharing arrangements (including a stated relationship with Advisors Asset Management) and the firm principal’s operation of a separate insurance agency that offers fixed life insurance, each of which the brochure identifies as creating potential conflicts of interest the firm seeks to manage. The firm also maintains a stated account minimum (which may be waived) and discloses receiving non‑monetary services and business support from its recommended custodian, which can create an incentive to recommend that custodian.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-Based Financial Planning Fixed Fee ranging from $500 to $6,000 (negotiable)
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
$250 per hour for financial planning
Account minimum: $250,000 Fee-only: Project-based fixed fees from $500 to $6,000; Hourly financial planning fee $250 per hour
Main office location
Retirement Strategies
1315 14 Th Ave
Longview WA 98632, United States
Number of offices
1
Most active in
Retirement Strategies has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
-
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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