Lisa Myers
Retirement Income Solutions · Ann Arbor, Michigan
Lisa Myers 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 1969127 |
| Exams passed | Series 63 (2002) · Series 65 (2025) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.risadvisory.com |
How Lisa'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 Lisa
Is Lisa Myers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Retirement Income Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Myers based?
Lisa Myers is based in Ann Arbor, Michigan.
Is Lisa Myers registered with the SEC?
Yes. Lisa Myers is registered as an investment adviser representative in MI (CRD 1969127), 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 Lisa Myers?
Through Lisa's website, www.risadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ann Arbor
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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