LB
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Larry Blades

11 Years of Experience
Rio Rancho, NM
Sells Insurance

Larry Blades is a registered investment advisor at Retirement Solutions, based in Rio Rancho, NM, with 11 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 12 clients with $5.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$480K average
Assets Under Management
$5.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable. Minimum annual fee of $500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rio Rancho, NM

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Larry is an insurance producer of life, health, and fixed products since 2014, dedicating about half of his time to this. He is also the Managing Director of Redwood Tax Specialists, an insurance agency, since 2020, spending about a quarter of his time on this role.

Employment History
Current Registrations
Retirement Solutions
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Redwood Private Wealth
December 2021 - October 2024 · 2 yrs 10 mos
Retirement and Investment Solutions, LLC
June 2017 - December 2021 · 4 yrs 6 mos
First Command Financial Planning, INC.
September 2005 - October 2007 · 2 yrs 1 mo
First Command Bank
January 2005 - September 2005 · 8 mos
State Registrations2 states
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Advisor

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
No exam information available for this advisor.
Larry Blades - Financial Advisor | TrueAdvisor