| Name | Title | Ownership | Since |
|---|---|---|---|
| Fisher Retirement Solutions, Inc Control | Owner | Over 75% | 2024 |
| Nathan Carlyle Fisher Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2024 |
| 2008 Fisher Family Irrevocable Trust Control | Owner | Over 75% | 2024 |
Fisher Retirement Solutions LLC reports $5.5 billion in regulatory assets under management on its Form ADV.
Fisher Retirement Solutions LLC reports 133 employees.
Fisher Retirement Solutions LLC is based in Plano, TX and has been SEC-registered since 2024.
Fisher Retirement Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6404 International Parkway, Suite 1100, Plano, TX 75093 |
| Phone | 888-674-4504 |
| Office hours | 5-Aug |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $5.46B |
| Non-discretionary | $0 |
| Total (RAUM) | $5.46B |