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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-15-2008
- Office Locations
- 5
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 15, 2026, reported AUM increased 22.0%, from $573.3M to $699.4M.
Across 5 reported observations, AUM increased 76.2% between December 19, 2022 and May 15, 2026, from $397.0M to $699.4M.
Of the latest reported AUM, 64.2% is discretionary and 35.8% is non-discretionary.
The firm reports 15 advisory representatives and 932 clients, or 62.1 clients per representative. That equates to $750.5K in reported AUM per client.
The profile lists 5 reported office locations and 18 years in operation. The source data was last updated on May 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full THE Retirement Solution LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
THE Retirement Solution LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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THE Retirement Solution LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.