Advisor at Retirement Plan Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Plan Advisors, LLC
Location
Jefferson City, MO 65109
Credentials
Series 66
Industry experience
13 years
Brett Pendleton is a financial advisor with Retirement Plan Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Retirement Plan Advisors and Cambridge Investment Research since 2013. Pendleton serves as a board member for the Village of St. Elizabeth, Missouri, in addition to his advisory work. Retirement Plan Advisors, LLC specializes in retirement plan design, fiduciary and investment consulting, and participant-level advisory services primarily for public-sector employers. The firm also provides financial planning and discretionary portfolio management for individual and high-net-worth clients, employing a strategic asset allocation approach with tactical elements and offering a variety of investment vehicles including mutual funds, ETFs, and Collective Investment Trusts.
Based on Retirement Plan Advisors, LLC
Based on Retirement Plan Advisors, LLC
Fixed fees for financial planning average $600 (basic) and $1,500 (comprehensive)
$0+: Tiered program fee for Team-Directed (WealthPort) based on account size, maximum total fee 2.25% annually $0+: Up to 2.25% annually for asset-based consulting fee in limited circumstances $0+: Up to 2.25% annually for Investment Managed Accounts $0+: Up to 2.25% annually for Retirement Plan Advisors’ PortfolioPlus $0+: Up to 2.25% annually for Advisor-Directed (WealthPort) $0+: Up to 2.15% annually for CAAP (WealthPort)
Commissions may be received from sale of insurance and securities products by affiliated broker/dealer representatives
Hourly fees for financial planning typically range from $100-$250 per hour, not to exceed $500 per hour
Account minimum: $25,000 Minimum fee: Minimum financial planning fee of $150 Fee-only: Financial planning fees may be fixed, hourly, or asset-based; hourly fees range from $100-$250 per hour, up to $500 per hour; fixed fees average $600 to $1,500
2420 Hyde Park Road, #C
Jefferson City, MO 65109
Missouri · Texas
Retirement Plan Advisors, LLC
2013 - Present (13 years)
Cambridge Investment Research
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Jefferson City, MO
BIY Financial, LLC
CFP®, Series 63
Jefferson City, MO
Erickson Financial Solutions, LLC
CFP®
Jefferson City, MO
MVK Financial Planning, LLC
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Series 63, Series 65
Jefferson City, MO
Retirement Plan Advisors, LLC
Series 63, Series 65
Jefferson City, MO
GreenLeaf Financial Network, LLC
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