JB
CFP

James Leroy Black

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
860 clients
Average Client Portfolio
$667K average
Assets Under Management
$573.3M

Fee Structure

Minimum Investment:None

TRS charges fixed fees for financial planning and consulting, determined by the plan's complexity and client needs. Ongoing financial planning services are available under The Retirement Club Agreement. For asset management, clients may be charged a fixed fee or an asset management fee of 1.00%. Fees may be waived or reduced at TRS's discretion. Lower fees for comparable services may be available elsewhere.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

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

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2024
Settled
Customer Dispute
June 2011
Closed-No Action
Customer Dispute
June 2011
Settled
Other Business Activities

James is a manager at Geldboom, LLC, handling administration since 2019. This activity is not investment-related.

Employment History
Current Registrations
The Retirement Solution LLC
October 2008 - Present · 17 yrs 3 mos
Previous Registrations
Pacific West Financial Consultant INC
October 2003 - December 2008 · 5 yrs 2 mos
Wentworth, Hauser and Violich, INC.
May 2003 - October 2003 · 5 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.
James Leroy Black - Financial Advisor | AdvisorDiscover