A complete list of active advisors currently associated with RK Retirement Solutions LLC

Warmer can help you find a great advisor at RK Retirement Solutions LLC or one who fits your needs even better.

The firm provides discretionary and non-discretionary portfolio management and related advisory services to individuals and small businesses, delivering initial evaluations (for example net worth statements or risk analyses) and periodic reviews to document goals and recommended actions. It does not act as a custodian and engages outside professionals (lawyers, accountants, insurance agents) only when clients retain them directly. RK Retirement’s investment process relies on a mix of analytical methods—including modern portfolio theory, fundamental, technical and cyclical analysis—and each client’s strategy is documented in an Investment Policy Statement or risk tolerance agreement. The firm typically manages accounts under discretionary authority and participates in an investment committee arrangement with a third‑party turnkey provider; for certain clients it may place assets into a TAMP relationship where both firms charge separate management fees. A notable disclosure in the brochure is a pending civil suit filed April 1, 2026 alleging breach of fiduciary duty, negligence, misrepresentation and fraud; the firm denies these allegations and the matter is unresolved. The adviser is relatively small by assets and staffing (approximately two advisors, roughly 92 clients and about $21.5 million in assets under management) and is majority‑owned by a single member, which differentiates its ownership and scale from many peers.

To learn more about the advisors currently working at RK Retirement Solutions LLC, 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.

You can also browse RK Retirement Solutions LLC's office locations.