Fisher Retirement Solutions Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 331205
· SEC file 801-130272
· Carrollton, TX
· www.linkedin.com
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ADV data as of Jun 04, 2026
- Regulatory AUM
- $6.8B
- Discretionary
- $6.8B
- Clients
- 1,848
- Avg AUM / client
- $3.7M
- Accounts
- 1,848
- Employees
- 159
AUM over time
$0
$6.8B
Dec 2023
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 1,839 | $6.8B | 98.6% |
| State or municipal government entities | 9 | $96.1M | 1.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Full Circle Ag 401(k) Plan Full Circle Ag | 2024 | |
| Blazer Industries, Inc. 401(k) Profit Sharing Plan Blazer Industries, Inc. | 2024 |
People (64)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nathan Carlyle Fisher | Chief Executive Officer, Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| John J Klein | Registered representative | Jul 2024 (2y) | ||
| Austin Alexander Hackbarth | Registered representative | Jul 2024 (2y) | ||
| Hayden Matthew Lackey | Registered representative | Jul 2024 (2y) | ||
| Armando Neri | Registered representative | Jul 2024 (2y) | ||
| Chen Han Wang | Registered representative | Jul 2024 (2y) | ||
| Christopher Thomas Edar Allred | Registered representative | Jul 2024 (2y) | ||
| Colin Andrew Smith | Registered representative | Jul 2024 (2y) | ||
| Eric Scott Surplus | Registered representative | Jul 2024 (2y) | ||
| Jasper Elwood Mallard | Registered representative | Jul 2024 (2y) | ||
| Timothy John Kroon | Registered representative | Jul 2024 (2y) | ||
| Alexander Burnett Richholt Budihas | Registered representative | Jul 2024 (2y) | ||
| Alexander Huckleberry Queen | Registered representative | Jul 2024 (2y) | ||
| Bruce Henry Simpsen | Registered representative | Jul 2024 (2y) | ||
| Collin Bishop Foster | Registered representative | Jul 2024 (2y) | ||
| David Lloyd Allred | Registered representative | Jul 2024 (2y) | ||
| Lucero Rodriguez Ponce | Registered representative | Jul 2024 (2y) | ||
| Tyler Schroeder | Registered representative | Jul 2024 (2y) | ||
| Casey Troy Chajkowski | Registered representative | Jul 2024 (2y) | ||
| Jason Wayne Packham | Registered representative | Jul 2024 (2y) | ||
| Phong Quoc Bui | Registered representative | Jul 2024 (2y) | ||
| Brian Paul Griffith | Registered representative | Jul 2024 (2y) | ||
| Heather Suzanne Wolfsmith | Registered representative | Jul 2024 (2y) | ||
| Matthew Mark Huddleston | Registered representative | Jul 2024 (2y) | ||
| Gregory Scott Grooms | Registered representative | Jan 2025 (2y) | ||
| Eleazar Avalos | Registered representative | May 2025 (1y) | ||
| Andrew Joseph Fadenrecht | Registered representative | May 2025 (1y) | ||
| Andrew Michael Belvin | Registered representative | May 2025 (1y) | ||
| Dylan Walker Marks | Registered representative | May 2025 (1y) | ||
| Jack Ryan Healy | Registered representative | May 2025 (1y) | ||
| Jason Charles Erwin | Registered representative | May 2025 (1y) | ||
| Julia Anne Johnson | Registered representative | May 2025 (1y) | ||
| Kyle Asa Clark | Registered representative | May 2025 (1y) | ||
| Nichole Lee Canga | Registered representative | May 2025 (1y) | ||
| Thomas Oxendine | Registered representative | May 2025 (1y) | ||
| Kimberly Nicole Ellis | Registered representative | Aug 2025 (1y) | ||
| Andrew Crim | Registered representative | Sep 2025 (1y) | ||
| James Davis | Registered representative | Sep 2025 (1y) | ||
| Itati Tapia Chavez | Registered representative | Oct 2025 (1y) | ||
| Jose Luis Leyva Hernandez | Registered representative | Oct 2025 (1y) | ||
| Artur David Metke | Registered representative | Nov 2025 (1y) | ||
| Micaias Rodriguez | Registered representative | Nov 2025 (1y) | ||
| Peter Joseph Calvo | Registered representative | Nov 2025 (1y) | ||
| Katharine Bilodeau Hart | Registered representative | Nov 2025 (1y) | ||
| Justin Edward Mcdonald | Registered representative | Dec 2025 (1y) | ||
| Adam Frederick Coleman | Registered representative | Dec 2025 (1y) | ||
| Mathew Thomas O'brien | Registered representative | Jan 2026 (1y) | ||
| Raymond Warren Pierott | Registered representative | Jan 2026 (1y) | ||
| Ty Cliffton Boggs | Registered representative | Mar 2026 (0y) | ||
| Jesus Rafael Aguilera Diaz | Registered representative | Mar 2026 (0y) | ||
| Jeffrey Alan Sego | Registered representative | Mar 2026 (0y) | ||
| Joseph Mattei | Registered representative | Apr 2026 (0y) | ||
| Matthew L Zokai | Registered representative | Apr 2026 (0y) | ||
| Edgar Karel Gutierrez | Registered representative | Apr 2026 (0y) | ||
| Blaine Charles Michael Mckee | Registered representative | May 2026 (0y) | ||
| James Wesley Humphries | Registered representative | May 2026 (0y) | ||
| Jason Scott Brantley | Registered representative | May 2026 (0y) | ||
| Jesse Henley | Registered representative | Jun 2026 (0y) | ||
| David Wayne Bilby | Registered representative | Jul 2026 (0y) | ||
| Joshua Jameson Ketch | Registered representative | Jul 2026 (0y) | ||
| Jordan Michael Goss | Registered representative | Jul 2026 (0y) | ||
| Michael Joseph Richards | Registered representative | Jul 2026 (0y) | ||
| Tyler William Taricco | Registered representative | Jul 2026 (0y) | ||
| Gregory Mark Weisbruch | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fisher Retirement Solutions, Inc | Owner | Jul 2024 | A | 75% or more |
| 2008 Fisher Family Irrevocable Trust | Owner | Jul 2024 | B | ≈ 56.25% – 100% via Fisher Retirement Solutions, Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 2008 Fisher Family Irrevocable Trust: 75% – 100% of Fisher Retirement Solutions, Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Full Circle Ag 401(k) Plan | Full Circle Ag | 73 | $9.3M | 09/01/2024 |
| Blazer Industries, Inc. 401(k) Profit Sharing Plan | Blazer Industries, Inc. | 152 | $10.5M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 956 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Ascensus, Inc. $2.6B (37% of AUM) Jun 2026
- Empower Retirement $1.4B (21% of AUM) Jun 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: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗