Steven Singer
Retirement Solutions · Los Angeles, California
Steven Singer is a fee-only financial advisor at Retirement Solutions in Los Angeles, California. Steven charges a percentage of assets and a one-time planning fee (one-time plans from $1,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Retirement Solutions |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $1,000 · 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $27.6M across 68 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1574405 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.retirementsolutions.net |
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Questions about Steven
Is Steven Singer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Retirement Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets and a one-time planning fee.
How much does Steven charge?
According to Retirement Solutions's website, checked October 30, 2026: one-time plans from $1,000; 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Steven Singer based?
Steven Singer is based in Los Angeles, California.
What does Steven specialize in?
Steven's specialties include retirement planning. Steven works with pre-retirees, retirees, divorced individuals and mid-life transitions.
Is Steven Singer registered with the SEC?
Yes. Steven Singer is registered as an investment adviser representative in CA (CRD 1574405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Solutions manage?
Retirement Solutions reports $27.6M across 68 accounts in assets under management.
How do I contact Steven Singer?
Through Steven's website, www.retirementsolutions.net.
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
- Retirement Solutions website : specialties, clients served, and fees, checked October 30, 2026
- 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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