James Black
James Black is a CFP-designated registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 824 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Retirement Solution LLC does not currently charge advisory fees based on a percentage of your portfolio. Instead, clients generally pay fixed fees for asset management and financial planning services as detailed in their client agreement.
Location
18300 Redmond Way, Suite 250, Redmond, WA, 98052
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2024Customer Dispute
June 2011Customer Dispute
June 2011Other Business Activities
James is a manager at Geldboom, LLC, handling administration since 2019. This activity is not investment-related.
Employment History
Current Registrations
The Retirement Solution LLC
Previous Registrations
Pacific West Financial Consultant INC
Wentworth, Hauser and Violich, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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