Ty Rollins
A simple, low-maintenance Retirement Roadmap for individuals and couples near or in retirement, with personalized recommendations.
Ty Rollins, Inc. · Walnut Creek, California
Ty Rollins is a fee-only financial advisor at Ty Rollins, Inc. in Walnut Creek, California, who holds the MBA and EA credentials. Ty charges a subscription (subscription $199 a month) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
About
Ty Rollins works with individuals and couples who are nearing or already in retirement. In 2021, while weighing whether he could retire early, he found that many retirement frameworks lacked the clarity needed for confident decisions. He retired from a 25-year career and built his own approach, the Retirement Roadmap.
The Roadmap helps clients judge whether retirement is feasible and move from saving to drawing down, with an emphasis on simplicity, low maintenance and empowerment. Ty compares each client's current strategy with the framework and offers personal, actionable recommendations.
Key elements include delaying Social Security to 70 when it fits, keeping estate documents and beneficiary designations current, converting pre-tax savings to Roth accounts tax-efficiently, building a five- to seven-year TIPS ladder, holding a low-cost U.S. total stock market index fund, paying off consumer and mortgage debt and consolidating accounts.
Facts
| Firm | Ty Rollins, Inc. |
|---|---|
| Based in | Walnut Creek, California |
| Fee model | Subscription |
| Fees (Advice-Only Network profile) | Subscription $199 a month |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | MBA · EA |
| SEC registration | Investment adviser representative in CA · CRD 7559817 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | tyrollins.com |
How Ty's firm compares
- Ongoing planning starts at $2,388 a year, below the California median of $6,000 for fee-only firms that publish prices.
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Questions about Ty
Is Ty Rollins a fee-only financial advisor?
Yes. Ty Rollins is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Ty's firm.
How does Ty charge for financial advice?
Ty charges a subscription.
Does Ty work with clients virtually?
Yes. Ty's Advice-Only Network profile says they meet with clients virtually.
Where is Ty Rollins based?
Ty Rollins is based in Walnut Creek, California.
What does Ty specialize in?
Ty's specialties include retirement planning and tax planning. Ty works with retirees and pre-retirees.
What credentials does Ty Rollins hold?
Ty Rollins holds the MBA and EA credentials.
Is Ty Rollins registered with the SEC?
Yes. Ty Rollins is registered as an investment adviser representative in CA (CRD 7559817), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Ty Rollins?
Through Ty's website, tyrollins.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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