TJ
TJ

Travis Johnson

7 Years of Experience
Mill Creek, WA

Travis Johnson is a registered investment advisor at The Retirement Solution LLC, based in Mill Creek, WA, with 7 years of industry experience. Travis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
824 clients
Average Client Portfolio
$849K average
Assets Under Management
$699.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management

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.

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Location

1600 Bothell Everett Highway, Suite 111, Mill Creek, WA, 98012

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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
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - November 2019 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - November 2019 · 10 mos
State Registrations1 state
WA
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.
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