RETIREMENT PLANNERS OF AMERICA
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 157222
- Registered since
- April 4, 2011
- Website
- www.rpoa.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.47%
- Individuals43.47%
- Corporations / Businesses1.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Planners Of America is an independent, fee-based registered investment adviser formed in 2011 that provides financial planning and discretionary portfolio management primarily for individual and family clients, with some institutional relationships. The firm operates as a corporation and charges advisory fees based on a percentage of assets under management. Its advisory scope emphasizes traditional wealth-management services for individuals and small businesses rather than pension consulting or ESG-focused mandates. The firm has been recognized in the industry, appearing in FA Magazine’s Top RIA Firms list in 2020 and in Barron’s Top 100 RIA Firms rankings in both 2023 and 2024.
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 Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5WILLIAM FRYE
Chief Compliance OfficerCRD 5704930
CHRISTOPHER WINKLER
Chief Risk OfficerCRD 2413236
JULIA STUART
Chief Operating OfficerCRD 2035844
Contacts
3 of 35Gwendolyn Nale
Client Service AssociateCRD 7599639
JOHN CARTY
DirectorCRD 6557142
ERIK EKLOF
Concierge AssociateCRD 4184022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$2.3B in ETFs
86%
$2B
14%
$315M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON CORE BOND ETF (BKAG) | BNY Mellon | Passive | Intermediate Core Bond | $870M | 20,618,899 | 38.07% |
Location
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 2820 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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