Heather Carlson is a registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 24 years of industry experience. Heather 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Retirement Solution LLC
Previous Registrations
B3 Wealth Strategies
LPL Financial LLC
Financial Advocates Investment Management
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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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