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- Custodian
- Pershing ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-2007
- Office Locations
- 1
Office Locations
About Retirement Income Solutions, Inc.
Retirement Income Solutions (RIS Advisory) is an Ann Arbor-based, fee-only RIA serving families and professionals nationwide, with deep roots in the university community. The team provides wealth management and comprehensive planning across retirement, estate, tax coordination, Roth conversions, and pension decisions, building custom portfolios with an independent, forward-looking asset management approach. Differentiator: three former TIAA employees and dedicated expertise with university retirement accounts (TIAA/Fidelity).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BROCK ELLIOT HASTIE
Managing Partner, Partner
- CRD
- #5013896
- Ownership
- 25% but less than 50%
HARRISON TODD KEPHART
Managing Partner
- CRD
- #2271846
- Ownership
- 25% but less than 50%
Showing 2 of 8 owners & executives
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John William Bailey
Associate Wealth Advisor
- CRD
- #7257172
EVELYN ELIZABETH BREEN
Wealth Advisor
- CRD
- #5075239
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,972,359,471 | $2,333,092 |
| Non-Discretionary | $0 | -- |
| Total | $2,972,359,471 | $2,333,092 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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