Reutemann Financial Solutions, Inc.
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 533
- Avg AUM / client
- $472K
- Accounts
- 1,250
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 418 | $72.4M | 28.8% |
| High net worth individuals | 93 | $166M | 66.0% |
| Pension and profit sharing plans | 22 | $12.2M | 4.86% |
| Charitable organizations | Fewer than 5 clients | $607K | 0.24% |
| Corporations and other businesses | Fewer than 5 clients | $475K | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alexander, Valerie, L | Chief Financial Officer/ Chief Compliance Officer | Mar 2010 (16y) | Less than 5% | |
| John Fleming Reutemann | Chief Executive Officer | CFP | Mar 2010 (16y) | 75% or more |
| Reutemann, Antoinette, Rene | Secretary | Dec 2012 (14y) | Less than 5% | |
| J. Brian King | Registered representative | Chartered Financial Consultant | Dec 2011 (15y) | |
| Richard Keith Scott | Registered representative | Oct 2012 (14y) | ||
| Lance Robert Yurich | Registered representative | Oct 2012 (14y) | ||
| Neal Bacher Bobys | Registered representative | Jan 2013 (14y) | ||
| Paul John Cella | Registered representative | Chartered Financial Consultant | Feb 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF ANNUAL INCOME OR NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $199M (79% of AUM) Apr 2026
- Prudential Investment Management Services Llc $32.9M (13% of AUM) Dec 2023
- Fortitude Re $26.3M (10% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗