# Retirement Planners of America

Retirement Planners of America is a Bank / Wealth / Trust based in Plano, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** https://retirementplannersofamerica.com/
- **LinkedIn:** https://www.linkedin.com/company/money-matters-with-ken-moraif

## Regulatory record

- **CRD number:** 157222
- **SEC file number:** 801-72262
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157222

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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