Amy Holzer
Retirement Income Solutions · Ann Arbor, Michigan
Amy Holzer is a fee-only financial advisor at Retirement Income Solutions in Ann Arbor, Michigan. Retirement Income Solutions reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Income Solutions |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.97B across 1,274 accounts |
| SEC registration | Investment adviser representative in MI · CRD 4862212 |
| Exams passed | Series 66 (2008) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.risadvisory.com |
How Amy's firm compares
- Retirement Income Solutions's average account is about $2.3 million, from its Form ADV (assets managed divided by 1,274 accounts).
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Questions about Amy
Is Amy Holzer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Retirement Income Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Retirement Income Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amy Holzer based?
Amy Holzer is based in Ann Arbor, Michigan.
Is Amy Holzer registered with the SEC?
Yes. Amy Holzer is registered as an investment adviser representative in MI (CRD 4862212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Income Solutions manage?
Retirement Income Solutions reports $2.97B across 1,274 accounts in assets under management.
How do I contact Amy Holzer?
Through Amy's website, www.risadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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