Retirement Solutions Investments, Inc.

Overview

Retirement Solutions Investments, Inc. is a state registered investment adviser based in Provo, UT, registered since 2014. It reports $57.8M in assets under management across 481 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$57.8M

Discretionary

100%

Accounts

481

Average account

$12K

Employees

2

Advisory reps

2

Registered since

2014

Jurisdictions

1

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Scott B Wharton President, Chief Compliance Officer CRD 6322228

Advisory reps 2 of 2

• Robert William Reid Insurance Agent · Investment Adviser Rep CRD 7033979
• Scott Brian Wharton Insurance Agent · Investment Adviser Rep CRD 6322228

Location

Headquarters

677 N 1890 W
Provo, UT 84601

County

Utah

Metro area

Provo-Orem, UT

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: rsutah.com

Every state, with registration dates

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