Retirement Plan Advisors, LLC

RIASEC RegisteredEst. 2004

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$353K

Accounts

10,031

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 122758
Registered since: July 14, 2004
Website: retirementplanadvisors.com
Custodians: GREAT-WEST TRUST COMPANY, LLC, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government74.48%
Individuals17.94%
HNWI4.6%
Pooled Investment Vehicles2.99%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Retirement Plan Advisors, LLC is an SEC-registered LLC (since 2004) that positions itself as a multi-service advisory firm working with both individual/family and institutional clients. The firm acts as a capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting, selection of third‑party advisers, and client education through publications and seminars. Compensation includes traditional percentage-of-AUM arrangements as well as hourly and fixed fees. The firm is not identified as an active ESG investor.