Masterplan Retirement Consultants

Overview

Masterplan Retirement Consultants operates as a privately owned advisory and financial services firm with an individual owner. The firm functions beyond a traditional RIA label — it combines advisory work with brokerage activities, acting as an insurance broker and a seller of other financial products. It identifies as a capital allocator, and the firm’s advisory offering explicitly includes financial planning, pension consulting, and the selection of third‑party advisers for clients. Fee arrangements are not limited to asset‑based billing: the firm lists hourly and fixed fees, plus other fee constructs, as part of its pricing mix. Masterplan Retirement Consultants is not flagged as an active ESG investor and is not designated as a multistate adviser in the source dataset.

Investments & Alternatives