RETIREMENT ADVISORS, INC.
Firm details
- Headquarters
- MOBILE, Alabama
- CRD number
- 122122
- Registered since
- March 20, 2018
- Website
- plantoretire.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.38%
- Individuals17.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2018. The firm is owned by an individual and focuses on serving individual and family clients through fee-based portfolio management and financial planning, charging a percentage of assets under management. Its practice is oriented toward advisory relationships with individuals and small businesses rather than institutional pension consulting or multi-state advisory networks. Retirement Advisors does not self-identify as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
1 of 1STEPHEN HAIDT
PresidentCRD 1484387
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
- 1009 Downtowner Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
RIAMOBILE, AL
WILKINS MILLER WEALTH MANAGEMENT, LLC
RIAMOBILE, AL
AULL & MONROE
RIAMOBILE, AL
WILLIAMS FINANCIAL GROUP
RIAMOBILE, AL
MOBILE BAY WEALTH MANAGEMENT, LLC
RIAMOBILE, AL
CELIA MANN BAEHR, CFP
RIAMOBILE, AL