Retirement Plan Advisors Ltd

Overview

Retirement Plan Advisors Ltd is a limited liability company operating as a non-independent retail registered investment adviser that serves individual and family clients, with an owner-type listed as an individual. The firm charges fees based on a percentage of assets under management and identifies as a capital allocator. Its advisory services include portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is affiliated with an insurance company and does not self-identify as an active ESG investor or a multi-state adviser. Retirement Plan Advisors Ltd’s business mix and product choices align with retirement-focused clients and small-business plan participants. The firm appears to rely on third-party packaged solutions — notably mutual funds and annuities — as primary portfolio building blocks and uses selection of other advisers as part of its service set for clients who need specialized or outsourced management.

Assets & Accounts

Public Holdings

Investments & Alternatives