SP

Shane Christopher Perry

6 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 (1)
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
Other Business Activities

Shane provides tax return processing and filings for family and friends, some of whom pay a nominal fee. He also receives a monthly bonus based on the firm's total new assets.

Employment History
Current Registrations
The Retirement Solution LLC
February 2019 - Present · 6 yrs 11 mos
State Registrations3 states
NHTXWA
Advisor
Exams
No exam information available for this advisor.
Shane Christopher Perry - Financial Advisor | AdvisorDiscover