JB

Jared Thomas Black

3 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
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
April 2022 - Present · 3 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.