FISHER RETIREMENT SOLUTIONS LLC

CRD #331205 SEC #801-130272 PLANO, TX 888-674-4504

SEC Registered

Total AUM

$5.5B

Discretionary

$5.5B

Employees

133

Clients

Accounts

1,768

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 20, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER, NATHAN, CARLYLE	I	CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	NA	Control
FISHER INVESTMENTS, INC.	DE	MEMBER	E	Control
FISHER INVESTMENTS, INC.	DE	MEMBER	E	Control
FISHER INVESTMENTS, INC.	DE	MEMBER	E	Control
FISHER INVESTMENTS, INC.	DE	MEMBER	E	Control
FISHER INVESTMENTS, INC.	DE	MEMBER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER RETIREMENT SOLUTIONS, INC	DE	OWNER	E	Control
FISHER, NATHAN, CARLYLE	I	MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
FISHER, NATHAN, CARLYLE	I	2008 FISHER FAMILY IRREVOCABLE TRUST	F	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
2008 FISHER FAMILY IRREVOCABLE TRUST	DE	FISHER RETIREMENT SOLUTIONS, INC	E	Control
FISHER, KENNETH, LAWRENCE	I	FISHER INVESTMENTS, INC.	E	Control
FISHER, KENNETH, LAWRENCE	I	FISHER INVESTMENTS, INC.	E	Control

Registrations

Federal

Jun 20, 2025 REGISTERED

Notice Filings (47)

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Address

6404 INTERNATIONAL PARKWAY
SUITE 1100
PLANO, TX 75093
United States

Phone: 888-674-4504