Premier Alliance Retirement Solutions

What Premier Alliance Retirement Solutions does

Premier Alliance Retirement Solutions is a privately held, family-owned financial advisory firm headquartered in Nampa, Idaho. Founded in 1997 by Lane Fullmer and his son David Fullmer, the firm specializes in retirement planning for individuals and families who are in or approaching retirement, with a particular concentration in the Treasure Valley region and licensed service delivery across Idaho, Oregon, Washington, Utah, California, Texas, and Montana. David Fullmer, who owns and leads the firm, holds a Series 65 license plus multi-state life and health insurance credentials and continues the practice after co-founder Lane Fullmer's passing in April 2020.

The firm's core offering is structured around "The Premier Alliance Retirement Map," a proprietary planning methodology that organizes services into five areas: Income Planning, Investment Planning, Tax-Efficient Strategies, Health Care Planning, and Legacy Planning. The firm follows a three-step engagement process (Discover, Evaluate, Plan) supported by recurring TV media appearances (the Treasure Valley Retirement Report on KTVB-NBC and KIVI-ABC), in-person seminars, downloadable educational guides, and a formalized client referral program. Technology integration is limited to third-party platforms: Orion Advisor for client portal/account access and RiskAlyze (Nitrogen Wealth Inc.) for risk-tolerance assessment.

Revenue is generated through two principal streams: investment advisory fees earned via a partnership with AE Wealth Management, LLC (AEWM), under which Premier Alliance functions as an Investment Advisory practice, and insurance commissions on annuities, life insurance, and long-term care insurance sold through the firm's own insurance business. The firm operates with approximately seven team members and does not publicly disclose revenue or AUM figures. No external private equity, venture, or institutional ownership has been disclosed, and the company remains under founder/family control.

Name

Premier Alliance Retirement Solutions

Legal name

Premier Alliance, LLC

Website

https://premieralliance.net

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Premier Alliance Retirement Solutions is a privately held, family-owned financial advisory firm in Nampa, Idaho, offering retirement income, investment, tax, healthcare, and legacy planning to individuals and families nearing or in retirement across seven U.S. states.

Ownership category

akta.pro rank

Product category

Retirement Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retirement Income Planning & Decumulation Advisory (FSAEABAD)

akta.pro secondary industries

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Retirement planning
• Investment advisory
• Wealth management
• Insurance products
• Financial planning

Headquarters

HQ city

Nampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Registered Investment Adviser providing personalized investment advice and portfolio management through partnership with AE Wealth Management, LLC (AEWM). Generates revenue through advisory fees for managing client assets.
2. Insurance Products: Offers various insurance products including annuities, life insurance, and long-term care planning. Insurance products are offered through Premier Alliance Retirement Solutions' own insurance business. Revenue generated through insurance commissions.
3. Financial Planning Services: Comprehensive retirement planning services including Social Security optimization, income analysis, tax planning, estate planning coordination, and Medicare planning. May include ongoing advisory retainers or one-time planning fees.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Premier Alliance Retirement Solutions is an independent financial advisory practice that creates custom retirement strategies for individuals and families in or nearing retirement. The firm delivers a five-pillar retirement planning methodology (Income Planning, Investment Planning, Tax-Efficient Strategies, Health Care Planning, Legacy Planning), offers insurance products (annuities, life insurance, long-term care), and provides investment advisory services in partnership with AE Wealth Management, LLC.

Product overview

Premier Alliance Retirement Solutions is a financial advisory practice that offers a unified suite of retirement planning services centered around The Premier Alliance Retirement Map methodology. The core offering includes five integrated service areas: Income Planning, Investment Planning, Tax-Efficient Strategies, Health Care Planning, and Legacy Planning. The company also offers insurance products (annuities, life insurance, long-term care insurance) and investment advisory services through its partnership with AE Wealth Management, LLC. Additional tools include the RiskAlyze risk assessment tool. The company does not offer a software platform but rather provides personalized advisory services with downloadable educational resources. Services are delivered through in-person consultations, seminars, and a client portal connected to Orion Advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Planning
• Investment Planning
• Tax-Efficient Strategies
• Health Care Planning
• Legacy Planning
• Insurance Products
• Investment Advisory Services

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

One partnership is on record.

• AE Wealth Management, LLC (AEWM)coreTechnology or IntegrationPremier Alliance Retirement Solutions is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM provides the regulatory and platform infrastructure for investment advisory services. AEWM does not offer insurance products - those are offered directly through Premier Alliance.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Commonwealth Financial Network: Independent RIA and broker-dealer supporting independent advisors in retirement planning, investment management, and insurance. Operates a similar advisor-affiliation platform model and serves a comparable small/mid-market client base.
• Mercer Advisors: Independent RIA offering comprehensive retirement income planning, investment management, tax, and estate services to individuals and families. Closely comparable holistic retirement advisory model, though at significantly greater scale than Premier Alliance.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors offering retirement, investment, and insurance solutions. Operates a similar partnership/affiliation model to Premier Alliance's relationship with AE Wealth Management.
• Carson Wealth: Independent wealth management firm offering retirement income planning, investment management, tax planning, and legacy services to individuals and families. Closely mirrors Premier Alliance's retirement-focused, multi-pillar advisory model.
• Creative Planning: Large independent RIA offering comprehensive retirement, investment, tax, and estate planning to individuals and families. Highly comparable business model to Premier Alliance's holistic 5-pillar retirement planning approach, but at significantly greater scale.

Broad incumbents

• Edward Jones: Large national financial advisory firm with a heavy branch-based presence in mid-sized US markets including the Treasure Valley. Competes directly with Premier Alliance for retiree and pre-retiree households via retirement income, investment, and insurance products.
• Fisher Investments: Large independent investment management firm specializing in retirement and private wealth management for high-net-worth individuals. Competes with Premier Alliance for retiree households with a primarily portfolio-management-led offering.
• Cetera Financial Group: Independent advisor network offering retirement income, wealth management, and insurance products through affiliated practices. Comparable platform-based RIA model supporting independent advisors serving retail and pre-retiree clients.

Emerging players

• Boldin (formerly NewRetirement): DIY retirement planning software platform offering income, tax, healthcare, and legacy planning tools to individuals. Represents the digital/self-service alternative to Premier Alliance's advisor-led retirement planning service.

Others

• AE Wealth Management: Registered Investment Adviser that provides the platform, compliance, and investment infrastructure underlying Premier Alliance's advisory practice. Relevant as a partner/ecosystem participant and as a comparable RIA platform business.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PARetirement
• LinkedInlinkedin.com/company/premier-alliance-retirement-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Premier Alliance Retirement Solutions