Retirement Planners of America- Financial Advisor Plano, TX

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About Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $3.58 billion for over 6,635 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2023)

See Disclosures

General Information

Firm Start Year

2011

Firm CRD#

157222

States Licensed in

TX, AZ, CA and OK

Work with the following types of clients

Individual Investors

Advisory Services Provided

Tax Advice and Services, Education Funding and Planning, Estate Planning & Trusts, Retirement Planning, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Firm Information

Firm's Number of Clients

6,635

Assets Managed by Firm

3.58 Billion

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887975/paladinregistry-Retirement-Planners-of-America-detailed-disclosure.html

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Retirement Planners of America