Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
860 clients
Average Client Portfolio
$667K average
Assets Under Management
$573.3M

Fee Structure

Minimum Investment:None
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Location

1600 Bothell Everett Highway, Suite 111, Mill Creek, WA, 98012

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Retirement Solution LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - November 2019 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - November 2019 · 10 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.