Retirement Plan Fiduciaries, LLC

RIASEC RegisteredEst. 2016

Total AUM

$193M

Discretionary

$193M

100% of AUM

Avg account

$3.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 161137
Registered since: April 15, 2016
Website: www.rpftx.com
Custodians: MID ATLANTIC CAPITAL CORPORATION, ADP RETIREMENT TRUST SERVICES, CHARLES SCHWAB & CO., INC., EMPOWER TRUST CO, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans73.1%
HNWI15.11%
State / Municipal Government9.13%
Individuals2.66%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Retirement Plan Fiduciaries, LLC is an independent registered investment adviser that opened its SEC registration in 2016 and operates as an owner-run limited liability company. The firm serves both individual and family clients as well as institutional plan sponsors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its practice emphasizes pooled public vehicles—principally mutual funds—for portfolio construction, and it supplements those exposures with selectively sourced private placements when alternative allocations are appropriate. The firm charges clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees, which allows flexibility across small business advisory relationships and larger institutional arrangements. Retirement Plan Fiduciaries, LLC reports it does not pursue active ESG investing and is not structured as a multi-state adviser or related adviser.