Retirement Plan Advisors, LLC

Overview

Retirement Plan Advisors, LLC is an advisory firm that positions itself as a capital allocator for both individual/family clients and institutional plan sponsors. Its advisory scope emphasizes retirement-plan related services: portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, selection of other advisers, pension-related consulting activities, and educational seminars. The firm charges on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements, which fits with a mix of fiduciary plan work and one-off consulting or planning engagements. Investment activity centers on public-market pooled vehicles and mutual funds rather than direct-stock selection or proprietary product distribution. The firm is not an active ESG investor according to filings and publishes client-facing materials and runs workshops, indicating a strong client-education component alongside discretionary portfolio management.

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Public Holdings

Investments & Alternatives

Location & Offices