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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2008
- Office Locations
- 4
Office Locations
About THE Retirement Solution LLC
The Retirement Solution is a fiduciary RIA (founded 2007) focused on retirees and pre-retirees, providing retirement-oriented financial planning and asset management, including tax and estate planning plus insurance/annuity guidance. Portfolios emphasize asset allocation using vehicles such as ETFs and mutual funds across fixed income and real estate. A differentiator is its Retirement University virtual courses and free workshops; the firm reports using Orion and Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES LEROY BLACK
Chief Executive Officer, FINANCIAL PLANNER
- CRD
- #2156347
- Ownership
- Less than 5%
THOMAS ALAN BLACK
Financial Planner, President
- CRD
- #2450163
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jared Thomas Black
Associate
- CRD
- #7534880
HEATHER M CARLSON
Associate Planner
- CRD
- #4359310
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $449,167,701 | $225,939 |
| Non-Discretionary | $250,260,843 | $212,807 |
| Total | $699,428,544 | $221,058 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | 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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