RETIREMENT SOLUTIONS INVESTMENTS, INC.

RIASEC Registered
Total AUM
$57.8M
Discretionary
$57.8M
100% of AUM
Avg account
$120K
Accounts
481
Employees
2
Advisory reps
2

Firm details

Headquarters
PROVO, Utah
CRD number
171199
Website
rsutah.com
Custodians
ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI57.79%
  • Individuals42.21%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Retirement Solutions Investments, Inc. is an independently owned, corporate-structured registered investment adviser that serves individual and family clients. The firm describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and third‑party manager selection. Its fee arrangements include percentage‑of‑AUM, fixed fees and other fee types. The firm does not identify as an active ESG investor and reports a single‑state registration profile rather than a multi‑state advisory footprint. An insurance company affiliation appears among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 30%, Cash & Cash Equivalents 10%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • SCOTT WHARTON

    President, Financial AdvisorCRD 6322228

  • ROBERT REID

    OwnerCRD 7033979

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PROVO, UT

UTAH

Location

PROVO, UT

Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
677 N 1890 W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth