Jason Falk is a registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 7 years of industry experience. Jason 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
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jason has been an insurance agent since 2019, selling life, health, and annuity products. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
The Retirement Solution LLC
Previous Registrations
Wms Wealth Management LLC
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
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.