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Retirement Planners of America
Retirement Planners of America is an SEC-registered investment adviser in Plano, TX, registered since 2011. The firm manages $3.6 billion in regulatory assets...
Retirement Planners of America
Retirement Planners of America is an SEC-registered investment adviser in Plano, TX, registered since 2011. The firm manages $3.6 billion in regulatory assets on a discretionary basis. It has 126 employees and 26 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
Plano
Corporate office
Oklahoma City, OK, United States
Frequently asked questions
Is Retirement Planners of America associated with a larger bank, trust company, or insurance carrier?
There is no public evidence linking the firm to a parent bank, national trust company, or proprietary insurance carrier. Most independent retirement-planning RIAs in this segment custody client assets with third-party platforms like Charles Schwab or Fidelity and broker insurance products through a general agency, but a specific relationship has not been confirmed for this firm.
Does the firm offer institutional consulting or serve pension funds and endowments?
No. Retirement Planners of America's name, location, and public posture indicate a retail practice serving individual households. The firm does not market institutional consulting, OCIO services, or pooled vehicles for pensions and endowments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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