Heather Carlson is a registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 24 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 860 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients who engage TRS on a non-discretionary basis are charged a fixed fee according to The Retirement Club Agreement. TRS may lower or waive fees based on certain criteria.
Fee Estimator
Location
18300 Redmond Way, Suite 250, Redmond, WA, 98052
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Retirement Solution LLC
Previous Registrations
B3 Wealth Strategies
LPL Financial LLC
Financial Advocates Investment Management
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.