Evelyn Breen
Retirement Income Solutions · Ann Arbor, Michigan
Evelyn Breen is a fee-only financial advisor at Retirement Income Solutions in Ann Arbor, Michigan, who holds the CFP credential. Retirement Income Solutions reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Evelyn →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MI · CRD 5075239 |
| Exams passed | Series 66 (2013) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.risadvisory.com |
How Evelyn'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).
Request an introduction to Evelyn
Tell Evelyn a little about what you're looking for. Evelyn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Evelyn
Is Evelyn Breen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evelyn 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 Evelyn charge for financial advice?
Evelyn's firm, Retirement Income Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Evelyn Breen based?
Evelyn Breen is based in Ann Arbor, Michigan.
What credentials does Evelyn Breen hold?
Evelyn Breen holds the CFP credential.
Is Evelyn Breen registered with the SEC?
Yes. Evelyn Breen is registered as an investment adviser representative in CA and MI (CRD 5075239), 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 Evelyn Breen?
Through Evelyn'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.
See something wrong? Request a correction. Read our methodology.