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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2014
- Office Locations
- 1
Office Locations
About Retirement Solutions Investments, Inc.
Retirement Solutions Investments (Provo, UT) builds custom retirement-focused financial strategies for Utah families, from pre-retirees to retirees, with a focus on Social Security optimization and ongoing educational events. The firm combines financial, tax, and insurance planning with portfolio management that primarily uses public funds and ETFs. Custody supported through platforms such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
SCOTT B WHARTON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6322228
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT WILLIAM REID
Associate Financial Advisor
- CRD
- #7033979
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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