Overview
Assets Under Management: $1.9 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
RETIREMENT PLAN ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122758), RETIREMENT PLAN ADVISORS, LLC is subject to fiduciary duty under federal law.
RETIREMENT PLAN ADVISORS, LLC is headquartered in CHICAGO, IL.
RETIREMENT PLAN ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated June 02, 2025. View client details ↓
According to their SEC Form ADV, RETIREMENT PLAN ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
RETIREMENT PLAN ADVISORS, LLC manages $1.9 billion in client assets according to their SEC filing dated June 02, 2025.
According to their SEC Form ADV, RETIREMENT PLAN ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 8,148
Discretionary Accounts: 8,148
Regulatory Filings
CRD Number: 122758
Filing ID: 1994227
Last Filing Date: 2025-06-02 10:04:00
Website: https://retirementplanadvisors.com