Retirement Income Solutions, Inc. at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 16 advisors are listed here; 7 of 16 hold the CFP.
- Its Form ADV reports 26 employees and 1,265 individual clients, 869 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 1,274 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | risadvisory.com |
| [email protected] | |
| Phone | (734) 769-7727 |
Questions about Retirement Income Solutions, Inc.
How much does Retirement Income Solutions, Inc. charge?
Retirement Income Solutions, Inc. publishes these prices: one-time plan: from $1,500; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Retirement Income Solutions, Inc. have an account minimum?
Yes. Retirement Income Solutions, Inc. states an account minimum of $750,000. We found this on its website, checked October 28, 2026.
How is Retirement Income Solutions, Inc. paid?
Retirement Income Solutions, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Retirement Income Solutions, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 16 advisors at Retirement Income Solutions, Inc., and 7 hold the CFP.
What is the average account at Retirement Income Solutions, Inc.?
Retirement Income Solutions, Inc.'s average account is about $2.3 million. That's the assets on its Form ADV divided by its 1,274 accounts.
What does Retirement Income Solutions, Inc. specialize in?
Retirement Income Solutions, Inc.'s advisors and website list retirement planning, estate & legacy planning and pension planning.
Is Retirement Income Solutions, Inc. accepting new clients?
Yes, according to Retirement Income Solutions, Inc.'s website, checked October 28, 2026.
Retirement Income Solutions, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $750,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"charge a one-time fixed fee starting at $1500, depending on the complexity of the plan." source
"1.0% up to $1,000,000 AUM (with a minimum account size of $750,000)" source
"Minimum account size of $750,000." source
"Our clients pay a quarterly fee based on their assets under management (AUM)." 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 · Fixed fees |
|---|---|
| Assets managed | $3.0 billion |
| Individual clients | 396 |
| High-net-worth clients | 869 |
| Accounts managed | 1,274 |
| Employees | 26 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-71319) |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 110145 |