RETIREMENT INVESTMENT ADVISORS INC
SEC RegisteredFee-Only. Fiduciary. Focused on You.
About the firm
Since 1991, Retirement Investment Advisors, Inc. has provided fee-only fiduciary guidance to help people move forward on the path to retirement with clarity and confidence. Their team of CERTIFIED FINANCIAL PLANNER® professionals takes the time to understand client priorities and build a plan tailored to their lifestyle, goals, and next chapter.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning (including rollovers, distribution planning, retirement strategy, Social Security optimization, inflation considerations, and estate planning), investment management (including inheritance and lump-sum investment, portfolio review, IRA and other investment account management, investment and diversification, and risk management), and tax strategies (including tax-efficient withdrawal strategies and pre-retirement tax planning).
Who they serve
People approaching or in retirement, including families who have been saving for years and are preparing for the distribution phase of retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 996 | $413M |
| High Net Worth Individuals | 403 | $1.0B |
| Charitable Organizations | 14 | $24M |
| State/Municipal Entities | 18 | — |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.25% |
| $1,000,000 to $2,000,000 | 1.00% |
| $2,000,000 to $3,000,000 | 0.95% |
| $3,000,000 to $4,000,000 | 0.90% |
| $4,000,000 to $5,000,000 | 0.85% |
| $5,000,000 to $7,000,000 | 0.80% |
| $7,000,000 to $9,000,000 | 0.75% |
| $9,000,000 to $11,000,000 | 0.70% |
| $11,000,000 to $13,000,000 | 0.65% |
| $13,000,000 to $16,000,000 | 0.60% |
| $16,000,000 to $20,000,000 | 0.57% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RETIREMENT INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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