Fisher\SMB™ is a leading retirement plan adviser that specializes in small and medium-sized businesses, offering the hands-on support and tailored solutions needed to help business owners and plan administrators save time, reduce risk, and set their employees up for a comfortable retirement.

Since our founding in 2014, our mission has been to help businesses navigate the complexities of offering an employer-sponsored retirement plan by providing the same level of expertise, investment quality, and dedicated employee service that larger corporations enjoy. This commitment has made us the fastest-growing retirement plan adviser of our kind.¹

¹Fisher Retirement Solutions, LLC dba Fisher\SMB, is the fastest growing multi-office direct contribution plan advisor serving plans with average plan assets <$40 MM (AUM). Growth calculated using data collected by the National Association of Plan Advisors (NAPA), comparing 2022 - 2024 ending AUM.

Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMB™, FisherSMB™, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions 

Employee Benefits

Retirement

Fisher\SMB™

Nathan Fisher

Katie Hart

David Allred

Kristyn A. Roller

Kyle Clark

Julia Huffman

Anna Brooks

Alex Queen

Makayla K.

This department provides guidance and support for individuals planning and managing their retirement benefits.

Retirement Services

This department focuses on identifying growth opportunities and building relationships to enhance company revenue.

Business Development

This department provides assistance and resources to facilitate operational efficiency and effective planning.

Support Services

This department focuses on fostering and managing interactions with participants to enhance their involvement and experience.

Participant Engagement

This department focuses on managing customer relationships and ensuring client satisfaction through operational support.

Client Services

This department evaluates investment opportunities and analyzes financial data to support decision-making.

Fisher\SMB™

Org chart

Teams

Retirement Services

Business Development

Support Services

Participant Engagement

Client Services

Investment Analysis

Offices