Evan Leroy
Retirement Income Solutions · Ann Arbor, Michigan
Evan Leroy 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, TX · CRD 5148403 |
| Exams passed | Series 65 (2018) · Series 66 (2007) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.risadvisory.com |
How Evan'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 Evan
Is Evan Leroy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan 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 Evan charge for financial advice?
Evan's firm, Retirement Income Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Evan Leroy based?
Evan Leroy is based in Ann Arbor, Michigan.
Is Evan Leroy registered with the SEC?
Yes. Evan Leroy is registered as an investment adviser representative in MI and TX (CRD 5148403), 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 Evan Leroy?
Through Evan'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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