Retirement Planners of America
2820 Dallas Parkway
Plano, TX 75093
8665511705
About Retirement Planners of America
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $3.58 billion for over 6,635 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2023)
See Disclosures
General Information
Firm Start Year
2011
Firm CRD#
157222
States Licensed in
TX, AZ, CA and OK
Work with the following types of clients
Individual Investors
Advisory Services Provided
Tax Advice and Services, Education Funding and Planning, Estate Planning & Trusts, Retirement Planning, Wealth Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Firm Information
Firm's Number of Clients
6,635
Assets Managed by Firm
3.58 Billion
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
100,000
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1887975/rothira-Retirement-Planners-of-America-detailed-disclosure.html