Advanced Retirement Solutions, Llc
- Regulatory AUM
- $272M
- Discretionary
- $0
- Clients
- 50
- Avg AUM / client
- $5.4M
- Accounts
- 50
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 50 | $272M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Soundthinking, Inc. 401(k) Plan Soundthinking, Inc. | 2024 | |
| Community Solutions 403(b) Plan Community Solutions | 2024 | |
| Lord & Sons, Inc. 401(k) Plan Lord & Sons, Inc. | 2024 | |
| Kbm Office Equipment, Inc. 401(k) Profit Sharing Plan Kbm Office Equipment, Inc. | 2024 | |
| The Liberty Company 401(k) Plan The Liberty Company Insurance Brokers, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Michael Justi | Managing Member And Chief Compliance Officer | Sep 2012 (14y) | 75% or more |
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 (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Soundthinking, Inc. 401(k) Plan | Soundthinking, Inc. | 323 | $18.2M | 01/01/2024 |
| Community Solutions 403(b) Plan | Community Solutions | 399 | $13.0M | 01/01/2024 |
| Lord & Sons, Inc. 401(k) Plan | Lord & Sons, Inc. | 200 | $9.9M | 01/01/2024 |
| Kbm Office Equipment, Inc. 401(k) Profit Sharing Plan | Kbm Office Equipment, Inc. | 81 | $9.5M | 01/01/2024 |
| The Liberty Company 401(k) Plan | The Liberty Company Insurance Brokers, Inc. | 767 | $29.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 906 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
- • Fixed fees
- • Other fees
- • FEES FOR PENSION CONSULTING SERVICES
Services
- • Pension consulting services
Custody
Reported custodians
- Voya Institutional Trust Company $137M (51% of AUM) Mar 2026
- Empower $108M (40% of AUM) Mar 2026
- Fidelity Brokerage Services $26.2M (17% of AUM) Jan 2023
- Charles Schwab & Co. $10.3M (7% of AUM) Jan 2023
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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗