Frugal Financial Retirement Plan Services, LLC
Firm details
- Headquarters
- Mobile, Alabama
- CRD number
- 168390
- Registered since
- May 31, 2022
- Custodians
- MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Frugal Financial Retirement Plan Services, LLC is an SEC-registered investment adviser that focuses on institutional retirement-plan work. The firm, organized as an LLC and registered with the SEC in 2022, lists pension consulting services as its primary advisory activity and serves plan sponsors and other institutional clients. Its pricing model is fee-based, calculated as a percentage of assets under management. The firm does not identify itself as an active ESG investor, and its filing indicates it is not structured as a capital allocator or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Eric Droblyen
President and CEOCRD 2931863
Contacts
2 of 2John Moody
Investment Adviser RepresentativeCRD 6880152
Lisa Tharp
Senior Client Relationship ManagerCRD 3103003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mobile, AL
Mobile
Location
Mobile, AL
Headquartered in Mobile, AL, anchoring the Mobile-Daphne-Fairhope, AL metro in the South.
- Metro area
- Mobile-Daphne-Fairhope, AL
- Region
- South
- County
- Mobile
- Address
- 205 N Conception St
- Time zone
- CT (UTC-6)
- Office locations
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