CM
CFP
CM
CFP

Cynthia Mueller

16 Years of Experience

Cynthia Mueller is a CFP-designated registered investment advisor at The Retirement Solution LLC, based in Redmond, WA, with 16 years of industry experience. Cynthia 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 860 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
860 clients
Average Client Portfolio
$667K average
Assets Under Management
$573.3M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Clients who engage TRS on a non-discretionary basis are charged a fixed fee according to The Retirement Club Agreement. TRS may lower or waive fees based on certain criteria.

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

18300 Redmond Way, Suite 250, Redmond, WA, 98052

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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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Employment History
Current Registrations
The Retirement Solution LLC
August 2013 - Present · 12 yrs 8 mos
Previous Registrations
Absolute Return Solutions, INC.
December 2008 - July 2012 · 3 yrs 7 mos
Pacific West Financial Consultant INC
June 2008 - December 2008 · 6 mos
Ameriprise Financial Services, INC.
November 2007 - November 2007 · 0 mos
State Registrations4 states
AZNYTXWA
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.