Retirement Strategy Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement StrategyAdvisors LLC provides advisory and consulting services to employers—both for-profit and not-for-profit—that sponsor qualified retirement plans. The firm works with plan sponsors on fiduciary and non‑fiduciary matters and offers participant education and retirement-plan‑specific training.
RSALLC uses institutional research tools (Morningstar, Broadridge FI360, prospectuses) to select and monitor mutual funds, ETFs and collective investment trusts across equities, fixed income and cash, and it documents investment policy work and performance reporting for plan menus. Services may be delivered on either a non‑discretionary advisory (assets‑under‑advisement) basis or under ERISA 3(38) discretionary arrangements, and the firm does not custody assets or execute trades for clients.
Notable features that distinguish the firm from many peers without active SEC‑registered advisors include its dedicated pension consulting focus, the use of fixed‑fee billing alongside asset‑based fees and the explicit absence of product commissions, revenue sharing or brokerage services. The practice is concentrated on a small number of employer plan clients with substantial assets under advisement, emphasizing institutional plan governance and oversight rather than individual retail account management.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $5,000 to $50,000 annually depending on employer and retirement plan size and scope of work.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for retirement plans with less than $500,000 in assets under management.
Main office
Bend OR
Advisors at this office
1
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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