Retirement Plans, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318490
- Website
- www.retirementplansllc.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Retirement Plans, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates as a capital allocator and charges clients on a percentage-of-AUM basis. Its service mix includes portfolio management for individuals and small businesses, selection of third‑party advisers, publication of periodicals or newsletters, and delivery of educational seminars and workshops. The firm also engages in insurance brokerage. Retirement Plans, LLC is owner‑managed (individual owner) and is not identified as an active ESG investor or a multi‑state adviser in the available profile.
Assets & Accounts
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
- Other44%
- Exchange Traded Equities29%
- Cash & Cash Equivalents27%
Contacts
1 of 1
Hense Ellis
Founder and Managing MemberCRD 6301643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations