Retirement Plan Advisors Services, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 111392
- Registered since
- August 17, 2001
- Website
- retirementplanadvisors.com
Firm profile
FINTRXOverview
Retirement Plan Advisors Services, LLC is organized as a limited liability company and is SEC‑registered as an investment adviser since 2001. Public filings identify the owner type as both a domestic entity and an individual, but provide limited detail on the firm’s client segments, fee schedules, or day‑to‑day advisory activities. Regulatory and firm‑profile flags indicate the firm is not classified as a capital allocator, is not marked as an active ESG investor, and is not identified as a pension consultant or related adviser. It is also not listed as a multistate or newly formed adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Matthew Frank
Chief Compliance OfficerCRD 5789235

Walter Costenbader
Chief Compliance OfficerCRD 1828345
Contacts
2 of 2
Brett Pendleton
Vice PresidentCRD 5842915

Joshua Schwartz
PresidentCRD 1730472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 29 E Madison St
- Time zone
- CT (UTC-6)
- Office locations
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