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.

RK Retirement Solutions serves individual investors and small businesses, providing discretionary asset management and related financial planning. The firm reports managing about $18.9 million across roughly 90 client relationships, charges percentage‑of‑assets advisory fees, and does not impose a stated account minimum. Investment programs are developed from client‑stated objectives and documented in an Investment Policy Statement or risk tolerance, and the firm uses methods such as modern portfolio theory as well as fundamental, technical, and cyclical analysis. Accounts are reviewed at least quarterly and the firm participates in a periodic investment committee arrangement (in conjunction with an outside TAMP) while retaining trading discretion for client accounts. The brochure discloses a historical personal bankruptcy of the firm’s majority owner (filed and discharged in 1984), a disclosure event that is relatively uncommon among peers; combined with its AUM and client count, this suggests the firm does not focus on high‑net‑worth households. Other distinguishing features for a small two‑advisor firm include recommending a specific custodian (no directed brokerage), receipt of soft‑dollar research benefits, and an affiliation of the managing member with entities that sell insurance despite the advisory firm itself not selling commissioned insurance products.

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.