Firm
Bill Losey Retirement Solutions
The Villages, Florida
Fee-only
Bill Losey Retirement Solutions at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 54 individual clients, 11 of them high net worth.
- Its average account is about $389,000 (assets it manages divided by its 102 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | The Villages, Florida |
|---|---|
| Website | billlosey.com |
| Phone | (518) 708-9925 |
Bill Losey Retirement Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"for a small annual percentage of between 0.50% and 1.00% per year" source
"for a small annual percentage of between 0.50% and 1.00% per year" source
"for a small annual percentage of between 0.50% and 1.00% per year" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $40 million |
| Individual clients | 43 |
| High-net-worth clients | 11 |
| Accounts managed | 102 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78201) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 140731 |