Retirement Income Solutions, Inc.

Overview

Retirement Income Solutions, Inc. is an SEC registered investment adviser based in Ann Arbor, MI, registered since 2009. It reports $3B in assets under management across 1,274 accounts, with 26 employees. It has 16 investment adviser representatives.

Reported AUM

$3B

Discretionary

100%

Accounts

1,274

Average account

$2.3M

Employees

26

Advisory reps

16

Registered since

2009

Jurisdictions

21

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 8

• Brock Elliot Hastie Managing Partner CRD 5013896
• Harrison Todd Kephart Managing Partner CRD 2271846
• John Burton Goff Managing Partner, Chief Compliance Officer CRD 2483016

5 more executive officers, with direct contact details

Advisory reps 3 of 16

• John William Bailey Investment Adviser Rep CRD 7257172
• Evelyn Elizabeth Breen Investment Adviser Rep CRD 5075239
• Karen Ann Chapell Investment Adviser Rep CRD 2287437

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2301 Platt Rd Ste 300
Ann Arbor, MI 48104

County

Washtenaw

Metro area

Ann Arbor, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: risadvisory.com

Every state, with registration dates

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