Frugal Financial Retirement Plan Services, LLC

Overview

Frugal Financial Retirement Plan Services, LLC is an SEC-registered advisory firm (registered in 2022) that positions itself around retirement-plan advisory and pension-related services for institutional clients. The firm lists pension consulting services among its advisory activities and charges fees based on a percentage of assets under management. Its client focus is institutional plan sponsors rather than retail households. Filings indicate it is owned by a mix of a domestic entity and an individual and is classified on public records as “unclassified.” Although the firm identifies pension consulting in its activity list, it is not designated as a “Pension Consultant” on regulatory filings. Frugal Financial does not describe itself as a capital allocator, does not report active ESG investing, and is not marked as a multi-state adviser or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices