Retirement Planners of America
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 157222
- Registered since
- April 4, 2011
- Website
- www.rpoa.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.47%
- Individuals43.47%
- Corporations / Businesses1.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Retirement Planners Of America is an independent, SEC-registered advisory corporation that has been registered since 2011. The firm serves both individuals and families and institutional clients, charging fees as a percentage of assets under management. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses, and it maintains an affiliation with an insurance company. The firm does not identify as an active ESG investor and does not list pension consulting or multi-state adviser status in its profile. The firm has received industry recognition, including a Top RIA Firms mention in FA Magazine (2020) and placement on Barron’s Top 100 RIA Firms lists in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5
Stephen Luby
Chief Revenue OfficerCRD 5691249
Jordan Roach
Chief Investment OfficerCRD 6138878
William Frye
Chief Compliance OfficerCRD 5704930
Contacts
3 of 31
Shawn Stone
Retirement SpecialistCRD 5701788
Karli Bradley
Financial AdvisorCRD 5882146
Clifford Kwan
Financial AdvisorCRD 4482210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$7B in ETFs
91%
$6.4B
9%
$632M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $1.6B | 10,957,162 | 22.38% |
Location
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 2820 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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