Fisher Retirement Solutions LLC
● SEC registered since 2024CRD 331205SEC# 801-130272Carrollton, TX
Reg. AUM
$6.85B
Employees
159
Accounts
1,848
Location
Carrollton, TX
Fisher Retirement Solutions LLC assets under management
Fisher Retirement Solutions LLC is an investment advisory firm registered with the SEC based in Carrollton, TX. The firm has been registered since 2024. It reports $6.8 billion in regulatory assets under management and employs 159 people.
Fisher Retirement Solutions LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Fisher Retirement Solutions LLC manage?
Fisher Retirement Solutions LLC reports $6.8 billion in regulatory assets under management on its Form ADV.
How many employees does Fisher Retirement Solutions LLC have?
Fisher Retirement Solutions LLC reports 159 employees.
Where is Fisher Retirement Solutions LLC located?
Fisher Retirement Solutions LLC is based in Carrollton, TX and has been SEC-registered since 2024.
Does Fisher Retirement Solutions LLC disclose fund performance?
Fisher Retirement Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4100 International Parkway, Suite 2000, Carrollton, TX 75007 |
| Phone | 888-674-4504 |
| Office hours | 8-5 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.85B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$6.85Bregulatory AUM
Discretionary $6.85B