RPS RETIREMENT PLAN ADVISORS

RIASEC RegisteredEst. 2022
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$10.8M
Accounts
31
Employees
3
Advisory reps
4

Firm details

Headquarters
AUSTIN, Texas
CRD number
319220
Registered since
April 11, 2022
Custodians
PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ASCENSUS TRUST
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

RPS Retirement Plan Advisors is a limited liability company that provides institutional retirement-plan advisory services and insurance brokerage. The firm’s advisory activity is centered on pension consulting and plan-level consulting for institutional clients. Its revenue mix includes percentage-of-assets fees, fixed fees and commission arrangements, reflecting a hybrid model that pairs advisory work with insurance distribution. The adviser is SEC-registered and operates as a domestic entity. It does not identify as an active ESG investor and is not structured as a multi-state or related adviser. The firm’s service offering emphasizes plan design and insurance-linked solutions alongside traditional retirement-plan consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • BROOKS SLAUGHTER

    President, CEOCRD 2313765

Contacts

3 of 3
  • DARBY ARMONT

    Executive Vice PresidentCRD 3231569

  • Mari Erb

    Director of Retirement ServicesCRD 6712904

  • VIRGINIA PANEDA

    Service ConsultantCRD 2612578

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
9600 N Mopac Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth